+0.8%
BA vs CRCL
+39.4%
-38.6%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.8% | +5.0% | -0.5% |
| 7D | +2.5% | +7.5% | -5.0% | +2.2% |
| 30D | -10.1% | +44.3% | -54.4% | -11.4% |
| 3M | -2.4% | +16.5% | -18.9% | -3.3% |
| 6M | -8.8% | -5.6% | -3.2% | -9.2% |
| YTD | -2.9% | +21.3% | -24.2% | -4.2% |
| 1Y | -8.8% | -14.5% | +5.7% | -9.0% |
| All | +0.8% | +39.4% | -38.6% | +1.9% |
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