+764.9%
CRDO vs WM
+46.5%
+718.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.2% | +7.7% | +9.7% |
| 7D | +3.6% | +0.8% | +2.8% | +4.3% |
| 30D | -29.6% | +13.8% | -43.4% | -23.5% |
| 3M | -42.9% | +6.4% | -49.3% | -39.5% |
| 6M | -32.7% | +13.2% | -45.9% | -27.3% |
| YTD | -1.7% | +10.8% | -12.5% | +6.2% |
| 1Y | -10.8% | +20.2% | -31.0% | -4.5% |
| All | +764.9% | +46.5% | +718.4% | +789.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling