+8.9%
CRCL vs AEP
+25.9%
-17.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -11.2% | -0.9% | -10.3% | -11.5% |
| 30D | +27.1% | -1.1% | +28.2% | +26.7% |
| 3M | +9.6% | -3.3% | +12.9% | +8.8% |
| 6M | -19.7% | -4.6% | -15.0% | -21.4% |
| YTD | +14.2% | +9.4% | +4.8% | +7.5% |
| 1Y | -32.2% | +16.9% | -49.2% | -37.7% |
| All | +8.9% | +25.9% | -17.1% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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