+1,113.8%
CRDO vs WM
+74.8%
+1,039.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.2% | +7.7% | +9.3% |
| 7D | +3.6% | +0.8% | +2.8% | +3.9% |
| 30D | -29.6% | +13.8% | -43.4% | -27.4% |
| 3M | -42.9% | +6.4% | -49.3% | -41.6% |
| 6M | -32.7% | +13.2% | -45.9% | -31.4% |
| YTD | -1.7% | +10.8% | -12.5% | +0.1% |
| 1Y | -10.8% | +20.2% | -31.0% | -10.9% |
| 3Y | +781.1% | +46.5% | +734.6% | +708.7% |
| All | +1,113.8% | +74.8% | +1,039.1% | +1,019.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling