+29.9%
AAPL vs CRCL
-33.1%
+63.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.2% | +4.1% | +5.3% |
| 7D | +1.7% | -6.8% | +8.5% | +1.8% |
| 30D | +5.0% | -8.6% | +13.6% | +5.2% |
| 3M | +13.1% | +20.3% | -7.3% | +11.9% |
| 6M | +26.5% | -36.3% | +62.8% | +27.0% |
| YTD | +28.9% | -4.0% | +32.9% | +28.2% |
| 1Y | +29.9% | -31.6% | +61.5% | +30.1% |
| All | +29.9% | -33.1% | +63.0% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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