-31.6%
CRCL vs AGG
-0.5%
-31.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | -0.6% |
| 7D | -6.8% | +0.5% | -7.4% | -8.9% |
| 30D | -8.6% | +2.4% | -11.0% | -17.7% |
| 3M | +20.3% | -1.0% | +21.3% | +26.5% |
| 6M | -36.3% | -0.9% | -35.4% | -32.0% |
| YTD | -4.0% | -0.9% | -3.1% | -1.5% |
| 1Y | -31.6% | -0.5% | -31.1% | -30.3% |
| All | -31.6% | -0.5% | -31.1% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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