+8.9%
CRCL vs AGI
+30.2%
-21.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | 0.0% |
| 7D | -11.2% | -2.7% | -8.5% | -10.3% |
| 30D | +27.1% | +7.2% | +19.9% | +24.7% |
| 3M | +9.6% | +4.3% | +5.4% | +7.8% |
| 6M | -19.7% | -27.1% | +7.4% | -13.6% |
| YTD | +14.2% | -6.6% | +20.9% | +18.3% |
| 1Y | -32.2% | +9.5% | -41.8% | -28.2% |
| All | +8.9% | +30.2% | -21.3% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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