+90.4%
IVV vs CRDO
+1,309.7%
-1,219.3%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -0.8% |
| 7D | +0.1% | -26.7% | +26.8% | +2.8% |
| 30D | +0.1% | -24.1% | +24.1% | +2.1% |
| 3M | +2.0% | -21.6% | +23.6% | +2.8% |
| 6M | +13.0% | +66.3% | -53.3% | +4.5% |
| YTD | +13.6% | +18.5% | -4.9% | +7.9% |
| 1Y | +20.1% | +27.3% | -7.2% | +11.9% |
| 3Y | +77.6% | +914.7% | -837.1% | +23.4% |
| All | +90.4% | +1,309.7% | -1,219.3% | +15.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling