+354.1%
SMH vs CRDO
+1,246.7%
-892.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.2% | +1.1% |
| 7D | +0.3% | -4.5% | +4.7% | +1.4% |
| 30D | -2.8% | -39.2% | +36.4% | +9.3% |
| 3M | -6.7% | -38.5% | +31.7% | +3.4% |
| 6M | +41.8% | +40.6% | +1.2% | +24.9% |
| YTD | +57.9% | +13.2% | +44.6% | +44.1% |
| 1Y | +87.6% | +2.3% | +85.4% | +72.3% |
| 3Y | +282.9% | +942.5% | -659.6% | +72.3% |
| All | +354.1% | +1,246.7% | -892.6% | +61.1% |
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