+8.9%
CRCL vs BHP
+80.4%
-71.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -11.2% | -3.6% | -7.6% | -9.4% |
| 30D | +27.1% | -1.2% | +28.3% | +27.9% |
| 3M | +9.6% | +1.2% | +8.5% | +8.5% |
| 6M | -19.7% | +21.4% | -41.1% | -25.8% |
| YTD | +14.2% | +50.4% | -36.2% | +3.1% |
| 1Y | -32.2% | +67.5% | -99.7% | -37.7% |
| All | +8.9% | +80.4% | -71.6% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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