+60.1%
XLK vs CRCL
+31.3%
+28.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.3% |
| 7D | +0.2% | -11.2% | +11.4% | +1.0% |
| 30D | -0.6% | +27.1% | -27.7% | -2.4% |
| 3M | +2.6% | +9.6% | -7.1% | +1.3% |
| 6M | +34.0% | -19.7% | +53.7% | +33.7% |
| YTD | +30.7% | +14.2% | +16.4% | +27.2% |
| 1Y | +39.2% | -32.2% | +71.4% | +36.9% |
| All | +60.1% | +31.3% | +28.7% | +60.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling