+27.3%
CRDO vs WU
-8.3%
+35.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.0% | +4.9% | +3.7% |
| 7D | -26.7% | -0.8% | -25.9% | -26.6% |
| 30D | -24.1% | -1.1% | -23.0% | -24.0% |
| 3M | -21.6% | -3.9% | -17.7% | -22.9% |
| 6M | +66.3% | -20.7% | +87.0% | +60.4% |
| YTD | +18.5% | -18.4% | +36.9% | +15.8% |
| 1Y | +27.3% | -8.1% | +35.4% | +18.2% |
| All | +27.3% | -8.3% | +35.6% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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