+259.5%
HPE vs CRCL
+31.3%
+228.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.3% | +12.1% | +12.4% |
| 7D | +19.4% | -11.2% | +30.6% | +20.0% |
| 30D | +5.6% | +27.1% | -21.5% | +4.3% |
| 3M | +33.1% | +9.6% | +23.4% | +32.0% |
| 6M | +192.5% | -19.7% | +212.1% | +191.3% |
| YTD | +160.9% | +14.2% | +146.7% | +152.1% |
| 1Y | +155.0% | -32.2% | +187.2% | +150.1% |
| All | +259.5% | +31.3% | +228.2% | +267.4% |
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