+1,341.4%
CRDO vs WMB
+208.8%
+1,132.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.7% |
| 7D | +1.6% | 0.0% | +1.6% | +1.6% |
| 30D | -30.0% | +4.6% | -34.6% | -32.6% |
| 3M | -28.3% | +5.7% | -34.1% | -31.9% |
| 6M | +44.8% | +4.2% | +40.6% | +38.0% |
| YTD | +16.7% | +26.8% | -10.1% | -5.1% |
| 1Y | +12.7% | +34.7% | -22.0% | -14.1% |
| 3Y | +960.1% | +146.8% | +813.3% | +492.7% |
| All | +1,341.4% | +208.8% | +1,132.6% | +597.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling