+163.4%
JPM vs CRDO
+917.2%
-753.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.9% | +0.7% |
| 7D | -0.7% | -4.5% | +3.8% | -0.4% |
| 30D | -2.5% | -39.2% | +36.8% | +0.2% |
| 3M | +14.1% | -38.5% | +52.6% | +16.4% |
| 6M | +25.1% | +40.6% | -15.5% | +19.4% |
| YTD | +12.1% | +13.2% | -1.1% | +8.1% |
| 1Y | +18.8% | +2.3% | +16.5% | +14.6% |
| 3Y | +163.4% | +942.5% | -779.1% | +104.4% |
| All | +163.4% | +917.2% | -753.7% | +104.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling