+57.9%
AAPL vs CRCL
+34.8%
+23.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.3% | +3.0% | -0.2% |
| 7D | -3.0% | +4.9% | -7.9% | -3.1% |
| 30D | +2.3% | +38.7% | -36.4% | +1.3% |
| 3M | +8.6% | +14.7% | -6.0% | +7.9% |
| 6M | +21.6% | -16.9% | +38.4% | +21.2% |
| YTD | +16.3% | +17.3% | -1.0% | +15.1% |
| 1Y | +35.1% | -21.2% | +56.2% | +34.5% |
| All | +57.9% | +34.8% | +23.2% | +57.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling