+942.5%
CRDO vs XHB
+23.1%
+919.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.6% |
| 7D | -4.5% | -4.6% | +0.2% | -1.4% |
| 30D | -39.2% | -9.1% | -30.1% | -35.3% |
| 3M | -38.5% | -8.6% | -29.9% | -35.1% |
| 6M | +40.6% | -4.0% | +44.6% | +43.6% |
| YTD | +13.2% | -3.9% | +17.2% | +13.6% |
| 1Y | +2.3% | -16.5% | +18.7% | +13.4% |
| 3Y | +942.5% | +22.6% | +920.0% | +704.6% |
| All | +942.5% | +23.1% | +919.5% | +704.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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