+1,298.7%
CRDO vs WMB
+201.5%
+1,097.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.9% | +1.1% |
| 7D | -4.5% | -1.0% | -3.4% | -3.8% |
| 30D | -39.2% | -0.4% | -38.8% | -39.5% |
| 3M | -38.5% | +3.2% | -41.7% | -40.5% |
| 6M | +40.6% | +0.1% | +40.5% | +37.9% |
| YTD | +13.2% | +23.9% | -10.6% | -6.4% |
| 1Y | +2.3% | +27.6% | -25.3% | -18.7% |
| 3Y | +942.5% | +141.9% | +800.6% | +491.2% |
| All | +1,298.7% | +201.5% | +1,097.2% | +588.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling