+188.0%
AMAT vs CRCL
+34.8%
+153.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.3% | +2.5% | -0.6% |
| 7D | +6.9% | +4.9% | +2.0% | +6.5% |
| 30D | -10.1% | +38.7% | -48.8% | -12.0% |
| 3M | -6.0% | +14.7% | -20.6% | -7.3% |
| 6M | +38.6% | -16.9% | +55.5% | +37.8% |
| YTD | +83.1% | +17.3% | +65.8% | +77.3% |
| 1Y | +188.3% | -21.2% | +209.5% | +181.1% |
| All | +188.0% | +34.8% | +153.2% | +195.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling