+1,298.7%
CRDO vs VRTX
+125.1%
+1,173.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.5% | +1.6% |
| 7D | -4.5% | -5.6% | +1.2% | -3.5% |
| 30D | -39.2% | -2.0% | -37.3% | -39.2% |
| 3M | -38.5% | +15.8% | -54.3% | -40.9% |
| 6M | +40.6% | +4.7% | +35.9% | +38.2% |
| YTD | +13.2% | +13.7% | -0.4% | +8.3% |
| 1Y | +2.3% | +29.7% | -27.4% | -6.0% |
| 3Y | +942.5% | +48.4% | +894.1% | +810.0% |
| All | +1,298.7% | +125.1% | +1,173.6% | +949.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 5y: compounded portfolio wealth divided by compounded VRTX 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…
5y analysis · Full analysis span regression · 6 months rolling