+84.7%
C vs CRCL
+34.8%
+50.0%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.3% | +4.1% | +0.9% |
| 7D | +2.6% | +4.9% | -2.3% | +2.3% |
| 30D | +1.9% | +38.7% | -36.8% | 0.0% |
| 3M | +2.8% | +14.7% | -11.9% | +1.5% |
| 6M | +30.6% | -16.9% | +47.4% | +29.8% |
| YTD | +19.9% | +17.3% | +2.6% | +15.6% |
| 1Y | +44.6% | -21.2% | +65.7% | +40.7% |
| All | +84.7% | +34.8% | +50.0% | +81.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling