+119.4%
IBM vs CRDO
+1,246.7%
-1,127.3%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.6% | +2.3% | +3.9% |
| 7D | +3.6% | -4.5% | +8.0% | +3.9% |
| 30D | +3.1% | -39.2% | +42.3% | +5.8% |
| 3M | -10.8% | -38.5% | +27.6% | -9.2% |
| 6M | -0.8% | +40.6% | -41.4% | -5.3% |
| YTD | -16.2% | +13.2% | -29.4% | -19.2% |
| 1Y | -2.9% | +2.3% | -5.2% | -6.4% |
| 3Y | +79.8% | +942.5% | -862.7% | +41.4% |
| All | +119.4% | +1,246.7% | -1,127.3% | +60.6% |
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