+1,298.7%
CRDO vs XHB
+40.9%
+1,257.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +0.5% |
| 7D | -4.5% | -4.6% | +0.2% | -1.2% |
| 30D | -39.2% | -9.1% | -30.1% | -34.9% |
| 3M | -38.5% | -8.6% | -29.9% | -34.8% |
| 6M | +40.6% | -4.0% | +44.6% | +43.9% |
| YTD | +13.2% | -3.9% | +17.2% | +13.9% |
| 1Y | +2.3% | -16.5% | +18.7% | +13.9% |
| 3Y | +942.5% | +22.6% | +920.0% | +725.2% |
| All | +1,298.7% | +40.9% | +1,257.8% | +839.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling