+130.5%
XLE vs CRDO
+1,224.9%
-1,094.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.5% | +4.0% | -0.4% |
| 7D | +0.5% | -2.4% | +2.8% | +0.6% |
| 30D | +6.6% | -35.3% | +41.8% | +8.4% |
| 3M | +12.3% | -32.6% | +44.8% | +13.3% |
| 6M | +18.4% | +42.7% | -24.3% | +13.5% |
| YTD | +47.2% | +11.4% | +35.8% | +42.7% |
| 1Y | +50.3% | -2.2% | +52.5% | +45.8% |
| 3Y | +55.3% | +912.1% | -856.8% | +19.6% |
| All | +130.5% | +1,224.9% | -1,094.4% | +55.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling