+2.3%
CRDO vs WMB
+29.2%
-26.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.9% | +1.6% |
| 7D | -4.5% | -1.0% | -3.4% | -4.4% |
| 30D | -39.2% | -0.4% | -38.8% | -39.2% |
| 3M | -38.5% | +3.2% | -41.7% | -38.4% |
| 6M | +40.6% | +0.1% | +40.5% | +40.4% |
| YTD | +13.2% | +23.9% | -10.6% | +14.4% |
| 1Y | +2.3% | +27.6% | -25.3% | +7.1% |
| All | +2.3% | +29.2% | -26.9% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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