+17.8%
AVGO vs CRCL
-13.3%
+31.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.4% | +0.3% |
| 7D | -3.0% | +17.1% | -20.1% | -4.8% |
| 30D | -14.4% | +61.3% | -75.7% | -19.2% |
| 3M | -14.4% | +12.7% | -27.1% | -16.4% |
| 6M | +13.1% | -3.1% | +16.2% | +10.3% |
| YTD | +3.8% | +28.7% | -24.9% | -3.3% |
| 1Y | +17.8% | -13.1% | +30.9% | +16.6% |
| All | +17.8% | -13.3% | +31.0% | +16.6% |
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