+1,298.7%
CRDO vs XRT
+14.1%
+1,284.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.3% | +0.6% |
| 7D | -4.5% | -3.2% | -1.3% | -2.0% |
| 30D | -39.2% | -4.5% | -34.7% | -37.3% |
| 3M | -38.5% | -3.1% | -35.4% | -38.0% |
| 6M | +40.6% | +4.2% | +36.3% | +33.6% |
| YTD | +13.2% | -0.1% | +13.3% | +10.0% |
| 1Y | +2.3% | -3.0% | +5.3% | +1.7% |
| 3Y | +942.5% | +41.8% | +900.7% | +669.5% |
| All | +1,298.7% | +14.1% | +1,284.7% | +1,040.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling