+1,276.1%
CRDO vs VLO
+431.7%
+844.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.6% | -4.3% |
| 7D | -2.4% | +4.0% | -6.3% | -3.3% |
| 30D | -35.3% | +19.0% | -54.3% | -38.2% |
| 3M | -32.6% | +50.0% | -82.5% | -39.7% |
| 6M | +42.7% | +79.1% | -36.4% | +19.4% |
| YTD | +11.4% | +140.3% | -128.9% | -16.3% |
| 1Y | -2.2% | +148.3% | -150.6% | -27.7% |
| 3Y | +912.1% | +194.6% | +717.4% | +581.6% |
| All | +1,276.1% | +431.7% | +844.4% | +708.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling