+27.3%
CRDO vs XLU
+4.9%
+22.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.1% | +3.8% | +3.9% |
| 7D | -26.7% | +0.8% | -27.5% | -26.7% |
| 30D | -24.1% | -1.3% | -22.7% | -24.0% |
| 3M | -21.6% | -1.3% | -20.2% | -22.6% |
| 6M | +66.3% | -7.6% | +74.0% | +65.8% |
| YTD | +18.5% | +2.3% | +16.3% | +12.1% |
| 1Y | +27.3% | +5.8% | +21.5% | +25.3% |
| All | +27.3% | +4.9% | +22.4% | +25.3% |
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