+26.5%
BAC vs CRCL
-13.3%
+39.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.6% | -0.5% |
| 7D | +0.6% | +17.1% | -16.5% | +0.1% |
| 30D | -0.9% | +61.3% | -62.2% | -2.5% |
| 3M | +16.3% | +12.7% | +3.6% | +15.6% |
| 6M | +26.0% | -3.1% | +29.0% | +24.8% |
| YTD | +15.2% | +28.7% | -13.5% | +10.9% |
| 1Y | +26.5% | -13.1% | +39.7% | +24.1% |
| All | +26.5% | -13.3% | +39.8% | +24.1% |
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