+27.3%
CRDO vs XLP
+7.6%
+19.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.7% | +1.8% |
| 7D | -26.7% | -1.0% | -25.7% | -28.4% |
| 30D | -24.1% | -0.9% | -23.2% | -24.8% |
| 3M | -21.6% | +3.8% | -25.4% | -10.9% |
| 6M | +66.3% | -1.7% | +68.1% | +70.0% |
| YTD | +18.5% | +10.3% | +8.3% | +57.2% |
| 1Y | +27.3% | +7.8% | +19.5% | +66.9% |
| All | +27.3% | +7.6% | +19.6% | +66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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