+415.9%
DELL vs CRCL
+31.3%
+384.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.3% | +11.7% | +12.0% |
| 7D | +8.2% | -11.2% | +19.5% | +9.0% |
| 30D | +17.1% | +27.1% | -10.0% | +15.3% |
| 3M | +45.2% | +9.6% | +35.5% | +43.8% |
| 6M | +286.8% | -19.7% | +306.5% | +286.5% |
| YTD | +354.8% | +14.2% | +340.5% | +338.5% |
| 1Y | +358.3% | -32.2% | +390.5% | +347.0% |
| All | +415.9% | +31.3% | +384.6% | +404.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling