+40.6%
AVGO vs CRCL
+31.3%
+9.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | +1.1% | -11.2% | +12.4% | +1.8% |
| 30D | -13.0% | +27.1% | -40.1% | -14.4% |
| 3M | -6.0% | +9.6% | -15.6% | -7.1% |
| 6M | +6.4% | -19.7% | +26.1% | +5.9% |
| YTD | +5.0% | +14.2% | -9.3% | +2.4% |
| 1Y | +1.4% | -32.2% | +33.6% | -1.3% |
| All | +40.6% | +31.3% | +9.3% | +45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling