+925.7%
CRDO vs WMB
+137.7%
+787.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.1% | -1.4% | -2.3% |
| 7D | -2.4% | -1.7% | -0.7% | -1.2% |
| 30D | -35.3% | +0.7% | -36.0% | -36.1% |
| 3M | -32.6% | +1.5% | -34.1% | -34.3% |
| 6M | +42.7% | +0.1% | +42.7% | +39.4% |
| YTD | +11.4% | +22.9% | -11.5% | -10.4% |
| 1Y | -2.2% | +27.9% | -30.1% | -26.2% |
| All | +925.7% | +137.7% | +787.9% | +564.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling