+1,341.4%
CRDO vs USB
+30.4%
+1,310.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.4% |
| 7D | +1.6% | -1.1% | +2.7% | +2.2% |
| 30D | -30.0% | -3.2% | -26.8% | -29.0% |
| 3M | -28.3% | +11.8% | -40.2% | -33.0% |
| 6M | +44.8% | +21.4% | +23.4% | +29.5% |
| YTD | +16.7% | +18.6% | -1.9% | +4.8% |
| 1Y | +12.7% | +30.8% | -18.1% | -4.6% |
| 3Y | +960.1% | +96.5% | +863.6% | +624.7% |
| All | +1,341.4% | +30.4% | +1,310.9% | +1,162.2% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded USB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling