-16.9%
CRDO vs XLU
+0.7%
-17.6%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.4% | -10.0% | -9.5% |
| 7D | -21.4% | +2.6% | -24.0% | -21.4% |
| 30D | -35.8% | +9.1% | -44.9% | -36.2% |
| 3M | -42.6% | -0.4% | -42.2% | -42.8% |
| 6M | -24.2% | -4.7% | -19.5% | -24.9% |
| YTD | -5.1% | +4.3% | -9.4% | -15.0% |
| 1Y | -16.9% | +1.0% | -17.9% | -17.1% |
| All | -16.9% | +0.7% | -17.6% | -17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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