+240.7%
TER vs CRDO
+1,286.4%
-1,045.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +4.7% |
| 7D | +11.0% | -18.8% | +29.8% | +16.7% |
| 30D | -1.9% | -32.9% | +31.0% | +9.0% |
| 3M | -0.7% | -24.5% | +23.9% | +7.2% |
| 6M | +36.4% | +52.7% | -16.4% | +20.0% |
| YTD | +92.4% | +16.6% | +75.9% | +78.2% |
| 1Y | +213.5% | +13.7% | +199.8% | +188.2% |
| 3Y | +277.2% | +959.0% | -681.8% | +71.5% |
| All | +240.7% | +1,286.4% | -1,045.7% | +22.2% |
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