+942.5%
CRDO vs WELL
+200.9%
+741.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.7% | +1.6% |
| 7D | -4.5% | -0.2% | -4.2% | -4.5% |
| 30D | -39.2% | +2.3% | -41.6% | -39.2% |
| 3M | -38.5% | +12.3% | -50.7% | -39.4% |
| 6M | +40.6% | +15.6% | +25.0% | +37.3% |
| YTD | +13.2% | +28.3% | -15.1% | +8.3% |
| 1Y | +2.3% | +41.9% | -39.6% | -3.0% |
| 3Y | +942.5% | +198.3% | +744.2% | +669.9% |
| All | +942.5% | +200.9% | +741.7% | +669.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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