+8.5%
CRCL vs AG
+159.2%
-150.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.9% | +2.0% | -1.6% |
| 7D | -12.5% | -5.8% | -6.7% | -11.1% |
| 30D | +26.9% | +6.4% | +20.6% | +25.0% |
| 3M | +14.4% | +28.4% | -13.9% | +7.5% |
| 6M | -23.5% | -24.5% | +0.9% | -21.0% |
| YTD | +13.9% | +21.2% | -7.3% | +10.3% |
| 1Y | -20.6% | +114.1% | -134.7% | -18.7% |
| All | +8.5% | +159.2% | -150.7% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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