+1,364.1%
CRDO vs WM
+58.6%
+1,305.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +3.7% |
| 7D | -26.7% | -0.3% | -26.4% | -26.7% |
| 30D | -24.1% | -2.4% | -21.7% | -24.3% |
| 3M | -21.6% | +0.4% | -22.0% | -22.0% |
| 6M | +66.3% | -9.5% | +75.8% | +67.8% |
| YTD | +18.5% | +0.5% | +18.0% | +17.5% |
| 1Y | +27.3% | -1.1% | +28.4% | +26.8% |
| 3Y | +914.7% | +46.0% | +868.7% | +777.7% |
| All | +1,364.1% | +58.6% | +1,305.6% | +1,214.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling