+8.9%
CRCL vs AA
+75.6%
-66.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -11.2% | -3.4% | -7.8% | -10.0% |
| 30D | +27.1% | -5.8% | +32.9% | +30.1% |
| 3M | +9.6% | -29.9% | +39.5% | +25.3% |
| 6M | -19.7% | -27.0% | +7.3% | -10.9% |
| YTD | +14.2% | -8.7% | +23.0% | +13.7% |
| 1Y | -32.2% | +50.6% | -82.9% | -44.0% |
| All | +8.9% | +75.6% | -66.7% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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