+942.5%
CRDO vs XYL
+15.7%
+926.9%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.3% | +1.4% |
| 7D | -4.5% | +1.2% | -5.7% | -5.3% |
| 30D | -39.2% | -11.9% | -27.3% | -33.8% |
| 3M | -38.5% | -1.5% | -36.9% | -39.5% |
| 6M | +40.6% | -11.9% | +52.5% | +50.2% |
| YTD | +13.2% | -20.6% | +33.8% | +27.1% |
| 1Y | +2.3% | -23.5% | +25.8% | +20.3% |
| 3Y | +942.5% | +14.9% | +927.7% | +761.9% |
| All | +942.5% | +15.7% | +926.9% | +761.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 3y: compounded portfolio wealth divided by compounded XYL 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…
3y analysis · Full analysis span regression · 6 months rolling