+41.5%
AVGO vs CRCL
+34.8%
+6.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.3% | +2.2% | -1.0% |
| 7D | -0.8% | +4.9% | -5.7% | -1.2% |
| 30D | -13.7% | +38.7% | -52.4% | -15.5% |
| 3M | -6.9% | +14.7% | -21.6% | -8.2% |
| 6M | +5.8% | -16.9% | +22.6% | +5.1% |
| YTD | +5.7% | +17.3% | -11.6% | +2.9% |
| 1Y | +9.0% | -21.2% | +30.2% | +6.8% |
| All | +41.5% | +34.8% | +6.8% | +46.7% |
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