+513.5%
LITE vs CRDO
+986.9%
-473.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -5.9% | +1.4% | -2.2% |
| 7D | +10.8% | +9.1% | +1.6% | +7.4% |
| 30D | -33.4% | -26.6% | -6.8% | -24.4% |
| 3M | -32.2% | -50.6% | +18.3% | -12.0% |
| 6M | -42.1% | -30.6% | -11.5% | -33.5% |
| YTD | +61.9% | -8.6% | +70.5% | +62.2% |
| 1Y | +163.0% | -8.0% | +171.0% | +162.1% |
| 3Y | +1,358.0% | +704.3% | +653.7% | +655.7% |
| All | +513.5% | +986.9% | -473.4% | +146.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling