+156.5%
XLK vs CRDO
+1,246.7%
-1,090.2%
-28.5%
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% | +1.0% |
| 7D | +0.2% | -4.5% | +4.7% | +1.0% |
| 30D | -0.6% | -39.2% | +38.6% | +7.4% |
| 3M | +2.6% | -38.5% | +41.0% | +9.4% |
| 6M | +34.0% | +40.6% | -6.6% | +22.2% |
| YTD | +30.7% | +13.2% | +17.4% | +22.1% |
| 1Y | +39.2% | +2.3% | +36.9% | +30.4% |
| 3Y | +120.4% | +942.5% | -822.1% | +27.2% |
| All | +156.5% | +1,246.7% | -1,090.2% | +28.7% |
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 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