+266.9%
SOXX vs CRDO
+1,246.7%
-979.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.2% | +1.4% |
| 7D | +1.4% | -4.5% | +5.9% | +2.6% |
| 30D | -3.6% | -39.2% | +35.7% | +9.0% |
| 3M | -10.2% | -38.5% | +28.3% | +0.5% |
| 6M | +54.2% | +40.6% | +13.7% | +37.2% |
| YTD | +75.2% | +13.2% | +62.0% | +61.7% |
| 1Y | +107.5% | +2.3% | +105.2% | +92.9% |
| 3Y | +226.8% | +942.5% | -715.8% | +47.8% |
| All | +266.9% | +1,246.7% | -979.8% | +31.0% |
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