+27.3%
CRDO vs XRT
+3.4%
+23.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.0% | +2.9% | +3.8% |
| 7D | -26.7% | +0.8% | -27.5% | -26.8% |
| 30D | -24.1% | -4.2% | -19.9% | -23.5% |
| 3M | -21.6% | +5.1% | -26.7% | -23.8% |
| 6M | +66.3% | +2.4% | +63.9% | +59.4% |
| YTD | +18.5% | +3.2% | +15.3% | +11.1% |
| 1Y | +27.3% | +1.5% | +25.8% | +17.0% |
| All | +27.3% | +3.4% | +23.9% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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