+23.1%
QCOM vs CRCL
+30.9%
-7.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.1% | +0.5% |
| 7D | +4.9% | -12.5% | +17.4% | +5.8% |
| 30D | +9.3% | +26.9% | -17.6% | +7.4% |
| 3M | -7.0% | +14.4% | -21.4% | -8.3% |
| 6M | +32.0% | -23.5% | +55.5% | +32.2% |
| YTD | +5.0% | +13.9% | -8.9% | +2.5% |
| 1Y | +13.6% | -20.6% | +34.2% | +12.2% |
| All | +23.1% | +30.9% | -7.8% | +24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling