+1,870.5%
LITE vs CRDO
+914.2%
+956.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.7% | +12.7% | +11.7% |
| 7D | +12.6% | -18.8% | +31.4% | +21.1% |
| 30D | +9.9% | -32.9% | +42.8% | +28.5% |
| 3M | +9.3% | -24.5% | +33.8% | +21.0% |
| 6M | +75.2% | +52.7% | +22.5% | +42.2% |
| YTD | +165.5% | +16.6% | +148.9% | +133.1% |
| 1Y | +555.0% | +13.7% | +541.3% | +473.6% |
| 3Y | +1,870.5% | +959.0% | +911.4% | +664.7% |
| All | +1,870.5% | +914.2% | +956.3% | +664.7% |
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