-35.1%
CRDO vs XLRE
+11.7%
-46.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.7% | -1.8% | -15.9% | -18.6% |
| 7D | -32.0% | +2.9% | -34.9% | -30.6% |
| 30D | -49.1% | +7.8% | -56.9% | -47.0% |
| 3M | -50.0% | -1.2% | -48.8% | -49.9% |
| 6M | -42.0% | +2.0% | -44.0% | -42.5% |
| YTD | -21.9% | +12.4% | -34.4% | -28.8% |
| 1Y | -35.1% | +12.1% | -47.2% | -40.3% |
| All | -35.1% | +11.7% | -46.8% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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