+1,276.1%
CRDO vs WELL
+212.2%
+1,063.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.5% | -4.5% |
| 7D | -2.4% | -2.2% | -0.1% | -1.8% |
| 30D | -35.3% | +4.7% | -40.0% | -36.1% |
| 3M | -32.6% | +11.9% | -44.5% | -35.6% |
| 6M | +42.7% | +14.3% | +28.4% | +34.4% |
| YTD | +11.4% | +28.4% | -16.9% | +0.3% |
| 1Y | -2.2% | +42.3% | -44.5% | -15.5% |
| 3Y | +912.1% | +202.6% | +709.5% | +488.9% |
| All | +1,276.1% | +212.2% | +1,063.9% | +726.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling