+116.4%
HPE vs CRCL
-33.1%
+149.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.2% | -6.9% | -5.7% |
| 7D | -17.0% | -6.8% | -10.1% | -16.6% |
| 30D | -26.7% | -8.6% | -18.1% | -26.3% |
| 3M | -4.1% | +20.3% | -24.5% | -5.7% |
| 6M | +75.4% | -36.3% | +111.7% | +78.5% |
| YTD | +111.0% | -4.0% | +115.0% | +100.2% |
| 1Y | +116.4% | -31.6% | +148.0% | +116.2% |
| All | +116.4% | -33.1% | +149.5% | +116.2% |
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