-2.2%
CRDO vs WM
-0.1%
-2.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.8% | -5.7% |
| 7D | -2.4% | -3.1% | +0.8% | -7.1% |
| 30D | -35.3% | -5.3% | -30.0% | -40.5% |
| 3M | -32.6% | -4.2% | -28.3% | -34.5% |
| 6M | +42.7% | -8.1% | +50.8% | +36.2% |
| YTD | +11.4% | -1.4% | +12.8% | +20.0% |
| 1Y | -2.2% | +0.2% | -2.5% | +9.9% |
| All | -2.2% | -0.1% | -2.2% | +9.9% |
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