+942.5%
CRDO vs XEL
+46.5%
+896.1%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.7% |
| 7D | -4.5% | -0.3% | -4.2% | -4.6% |
| 30D | -39.2% | -3.9% | -35.3% | -40.2% |
| 3M | -38.5% | -2.8% | -35.6% | -39.1% |
| 6M | +40.6% | -5.4% | +46.0% | +38.0% |
| YTD | +13.2% | +3.8% | +9.5% | +15.6% |
| 1Y | +2.3% | +6.8% | -4.6% | +6.2% |
| 3Y | +942.5% | +45.6% | +897.0% | +1,103.2% |
| All | +942.5% | +46.5% | +896.1% | +1,103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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