+288.1%
TER vs CRDO
+917.2%
-629.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +0.9% | +2.1% |
| 7D | +6.4% | -4.5% | +10.8% | +7.8% |
| 30D | -5.7% | -39.2% | +33.6% | +8.5% |
| 3M | -0.4% | -38.5% | +38.1% | +14.0% |
| 6M | +25.8% | +40.6% | -14.7% | +13.5% |
| YTD | +96.4% | +13.2% | +83.2% | +83.8% |
| 1Y | +229.2% | +2.3% | +226.9% | +212.2% |
| 3Y | +288.1% | +942.5% | -654.4% | +64.7% |
| All | +288.1% | +917.2% | -629.0% | +64.7% |
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