-31.6%
CRCL vs AEE
+13.9%
-45.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.5% | -1.3% | +2.4% |
| 7D | -6.8% | +4.7% | -11.5% | -4.7% |
| 30D | -8.6% | +13.4% | -22.0% | -2.8% |
| 3M | +20.3% | +4.1% | +16.3% | +22.6% |
| 6M | -36.3% | +2.0% | -38.4% | -35.4% |
| YTD | -4.0% | +15.6% | -19.6% | -4.5% |
| 1Y | -31.6% | +14.1% | -45.7% | -29.7% |
| All | -31.6% | +13.9% | -45.5% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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