+56.2%
SCHD vs CRDO
+1,246.7%
-1,190.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.3% | +0.3% |
| 7D | -2.0% | -4.5% | +2.5% | -1.8% |
| 30D | -0.4% | -39.2% | +38.8% | +1.0% |
| 3M | +5.7% | -38.5% | +44.2% | +6.8% |
| 6M | +11.9% | +40.6% | -28.7% | +8.9% |
| YTD | +26.4% | +13.2% | +13.2% | +23.8% |
| 1Y | +27.6% | +2.3% | +25.3% | +24.9% |
| 3Y | +54.9% | +942.5% | -887.6% | +25.4% |
| All | +56.2% | +1,246.7% | -1,190.5% | +15.4% |
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 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