+86.9%
IVV vs CRDO
+986.9%
-900.0%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.9% | +5.5% | +0.1% |
| 7D | +2.6% | +9.1% | -6.6% | +1.7% |
| 30D | -2.0% | -26.6% | +24.6% | +0.3% |
| 3M | -2.8% | -50.6% | +47.8% | +2.5% |
| 6M | +2.2% | -30.6% | +32.7% | +3.0% |
| YTD | +11.5% | -8.6% | +20.1% | +7.7% |
| 1Y | +13.5% | -8.0% | +21.5% | +9.1% |
| 3Y | +78.1% | +704.3% | -626.2% | +25.5% |
| All | +86.9% | +986.9% | -900.0% | +15.2% |
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