+1,298.7%
CRDO vs XLU
+44.5%
+1,254.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +2.0% | +1.8% |
| 7D | -4.5% | -1.6% | -2.9% | -3.8% |
| 30D | -39.2% | -3.3% | -35.9% | -38.4% |
| 3M | -38.5% | -3.2% | -35.3% | -38.0% |
| 6M | +40.6% | -7.0% | +47.5% | +43.9% |
| YTD | +13.2% | +0.6% | +12.6% | +11.2% |
| 1Y | +2.3% | +2.4% | -0.2% | -0.4% |
| 3Y | +942.5% | +46.3% | +896.3% | +785.4% |
| All | +1,298.7% | +44.5% | +1,254.3% | +1,085.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling