+358.3%
DELL vs CRCL
-20.7%
+378.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.3% | +11.7% | +11.9% |
| 7D | +8.2% | -11.2% | +19.5% | +9.6% |
| 30D | +17.1% | +27.1% | -10.0% | +14.1% |
| 3M | +45.2% | +9.6% | +35.5% | +42.9% |
| 6M | +286.8% | -19.7% | +306.5% | +286.6% |
| YTD | +354.8% | +14.2% | +340.5% | +323.1% |
| 1Y | +358.3% | -32.2% | +390.5% | +357.2% |
| All | +358.3% | -20.7% | +378.9% | +357.2% |
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 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