+107.5%
SOXX vs CRCL
-20.7%
+128.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.8% |
| 7D | +1.4% | -11.2% | +12.6% | +3.0% |
| 30D | -3.6% | +27.1% | -30.7% | -7.2% |
| 3M | -10.2% | +9.6% | -19.8% | -12.4% |
| 6M | +54.2% | -19.7% | +73.9% | +53.8% |
| YTD | +75.2% | +14.2% | +61.0% | +64.9% |
| 1Y | +107.5% | -32.2% | +139.7% | +117.5% |
| All | +107.5% | -20.7% | +128.2% | +117.5% |
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