+942.5%
CRDO vs VLO
+196.5%
+746.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.4% | +1.4% |
| 7D | -4.5% | +5.3% | -9.8% | -5.5% |
| 30D | -39.2% | +18.2% | -57.5% | -41.4% |
| 3M | -38.5% | +53.3% | -91.8% | -44.1% |
| 6M | +40.6% | +70.4% | -29.9% | +22.5% |
| YTD | +13.2% | +143.4% | -130.1% | -13.8% |
| 1Y | +2.3% | +153.0% | -150.7% | -23.8% |
| 3Y | +942.5% | +195.0% | +747.6% | +570.3% |
| All | +942.5% | +196.5% | +746.1% | +570.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 3y: compounded portfolio wealth divided by compounded VLO 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…
3y analysis · Full analysis span regression · 6 months rolling