-19.4%
DIS vs CRDO
+1,224.9%
-1,244.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.5% | +6.1% | +1.8% |
| 7D | -1.3% | -2.4% | +1.1% | -1.1% |
| 30D | +2.2% | -35.3% | +37.5% | +4.5% |
| 3M | +8.1% | -32.6% | +40.7% | +9.3% |
| 6M | +5.2% | +42.7% | -37.5% | -0.5% |
| YTD | -6.3% | +11.4% | -17.7% | -10.2% |
| 1Y | -7.3% | -2.2% | -5.1% | -11.0% |
| 3Y | +33.8% | +912.1% | -878.3% | -6.1% |
| All | -19.4% | +1,224.9% | -1,244.3% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRDO.
Daily Out/Under-Performance
Portfolio return minus CRDO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRDO 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 5y: compounded portfolio wealth divided by compounded CRDO 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…
5y analysis · Full analysis span regression · 6 months rolling