+27.3%
CRDO vs XYZ
+9.3%
+18.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.1% |
| 7D | -26.7% | -1.0% | -25.7% | -26.5% |
| 30D | -24.1% | -1.7% | -22.4% | -23.8% |
| 3M | -21.6% | +16.7% | -38.3% | -27.1% |
| 6M | +66.3% | +26.9% | +39.5% | +48.6% |
| YTD | +18.5% | +27.1% | -8.6% | +5.8% |
| 1Y | +27.3% | +9.3% | +18.0% | +30.1% |
| All | +27.3% | +9.3% | +18.0% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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