+131.3%
XLE vs CRDO
+1,246.7%
-1,115.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.3% |
| 7D | +1.7% | -4.5% | +6.2% | +1.9% |
| 30D | +6.7% | -39.2% | +46.0% | +8.9% |
| 3M | +14.9% | -38.5% | +53.3% | +16.5% |
| 6M | +15.9% | +40.6% | -24.7% | +11.2% |
| YTD | +47.7% | +13.2% | +34.5% | +43.0% |
| 1Y | +50.7% | +2.3% | +48.4% | +45.8% |
| 3Y | +57.9% | +942.5% | -884.7% | +21.4% |
| All | +131.3% | +1,246.7% | -1,115.4% | +55.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling