+942.5%
CRDO vs XLI
+70.0%
+872.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.6% | -0.4% |
| 7D | -4.5% | -1.7% | -2.8% | -1.3% |
| 30D | -39.2% | -7.3% | -32.0% | -29.2% |
| 3M | -38.5% | -1.3% | -37.1% | -35.1% |
| 6M | +40.6% | +2.2% | +38.3% | +38.5% |
| YTD | +13.2% | +11.7% | +1.5% | -8.5% |
| 1Y | +2.3% | +14.3% | -12.0% | -20.3% |
| 3Y | +942.5% | +70.3% | +872.2% | +346.2% |
| All | +942.5% | +70.0% | +872.6% | +346.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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