+8.9%
CRCL vs AGG
+2.9%
+6.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | -11.2% | -1.1% | -10.2% | -9.6% |
| 30D | +27.1% | -1.1% | +28.3% | +29.8% |
| 3M | +9.6% | -1.9% | +11.6% | +12.9% |
| 6M | -19.7% | -1.7% | -18.0% | -18.2% |
| YTD | +14.2% | -1.3% | +15.5% | +16.8% |
| 1Y | -32.2% | -0.7% | -31.5% | -28.1% |
| All | +8.9% | +2.9% | +6.0% | +78.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling