+502.1%
LITE vs CRDO
+972.7%
-470.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | -0.9% |
| 7D | -13.9% | -14.0% | +0.1% | -8.2% |
| 30D | -46.9% | -40.1% | -6.9% | -35.0% |
| 3M | -28.0% | -45.9% | +17.9% | -9.4% |
| 6M | -35.2% | -31.1% | -4.1% | -25.3% |
| YTD | +58.9% | -9.8% | +68.7% | +59.7% |
| 1Y | +125.3% | -23.7% | +149.0% | +139.3% |
| 3Y | +1,344.4% | +708.7% | +635.7% | +648.3% |
| All | +502.1% | +972.7% | -470.6% | +142.8% |
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