+85.7%
C vs CRCL
+30.9%
+54.8%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +0.7% |
| 7D | +0.3% | -12.5% | +12.8% | +0.9% |
| 30D | +2.0% | +26.9% | -24.9% | +0.5% |
| 3M | +4.4% | +14.4% | -10.1% | +3.1% |
| 6M | +28.3% | -23.5% | +51.9% | +28.2% |
| YTD | +20.5% | +13.9% | +6.6% | +16.4% |
| 1Y | +45.5% | -20.6% | +66.1% | +41.8% |
| All | +85.7% | +30.9% | +54.8% | +82.5% |
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 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