+39.2%
XLV vs CRDO
+1,246.7%
-1,207.5%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.2% |
| 7D | -3.6% | -4.5% | +0.9% | -3.5% |
| 30D | -1.8% | -39.2% | +37.4% | -1.1% |
| 3M | +7.8% | -38.5% | +46.2% | +8.4% |
| 6M | +9.1% | +40.6% | -31.5% | +6.9% |
| YTD | +7.7% | +13.2% | -5.5% | +6.0% |
| 1Y | +20.4% | +2.3% | +18.1% | +18.4% |
| 3Y | +30.8% | +942.5% | -911.8% | +13.3% |
| All | +39.2% | +1,246.7% | -1,207.5% | +12.9% |
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