+29.1%
XLV vs CRDO
-34.4%
+63.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -17.7% | +15.2% | -3.0% |
| 7D | +0.5% | -32.0% | +32.5% | -0.7% |
| 30D | +10.7% | -49.1% | +59.8% | +8.4% |
| 3M | +13.1% | -50.0% | +63.1% | +10.9% |
| 6M | +28.3% | -42.0% | +70.3% | +25.8% |
| YTD | +20.9% | -21.9% | +42.9% | +17.7% |
| 1Y | +29.1% | -35.1% | +64.2% | +25.3% |
| All | +29.1% | -34.4% | +63.5% | +25.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling