+2.3%
CRDO vs XLY
-2.6%
+4.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.8% | +0.6% |
| 7D | -4.5% | -1.7% | -2.8% | -2.6% |
| 30D | -39.2% | -4.2% | -35.1% | -36.5% |
| 3M | -38.5% | -2.7% | -35.8% | -37.3% |
| 6M | +40.6% | -0.6% | +41.2% | +40.2% |
| YTD | +13.2% | -5.0% | +18.3% | +19.7% |
| 1Y | +2.3% | -4.1% | +6.4% | +4.9% |
| All | +2.3% | -2.6% | +4.9% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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