+150.9%
WMT vs CRDO
+1,246.7%
-1,095.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.3% |
| 7D | 0.0% | -4.5% | +4.5% | 0.0% |
| 30D | -7.4% | -39.2% | +31.8% | -7.4% |
| 3M | -10.9% | -38.5% | +27.6% | -10.8% |
| 6M | -12.7% | +40.6% | -53.3% | -13.5% |
| YTD | -3.2% | +13.2% | -16.5% | -3.9% |
| 1Y | +5.3% | +2.3% | +3.0% | +4.5% |
| 3Y | +101.9% | +942.5% | -840.7% | +86.7% |
| All | +150.9% | +1,246.7% | -1,095.8% | +121.0% |
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