+27.3%
CRDO vs WM
-0.9%
+28.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +1.9% |
| 7D | -26.7% | -0.3% | -26.4% | -27.1% |
| 30D | -24.1% | -2.4% | -21.7% | -26.8% |
| 3M | -21.6% | +0.4% | -22.0% | -18.6% |
| 6M | +66.3% | -9.5% | +75.8% | +57.5% |
| YTD | +18.5% | +0.5% | +18.0% | +32.2% |
| 1Y | +27.3% | -1.1% | +28.4% | +39.2% |
| All | +27.3% | -0.9% | +28.2% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling