+11.7%
CRCL vs ALHC
-14.8%
+26.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.2% | -0.1% | -3.2% |
| 7D | +4.9% | -4.1% | +9.0% | +5.1% |
| 30D | +38.7% | -5.4% | +44.1% | +38.9% |
| 3M | +14.7% | -32.1% | +46.8% | +17.3% |
| 6M | -16.9% | -28.5% | +11.6% | -17.8% |
| YTD | +17.3% | -34.0% | +51.3% | +17.8% |
| 1Y | -21.2% | -20.9% | -0.3% | -24.3% |
| All | +11.7% | -14.8% | +26.6% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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