+8.5%
CRCL vs ALK
-20.9%
+29.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.7% |
| 7D | -12.5% | -3.1% | -9.4% | -11.7% |
| 30D | +26.9% | -17.1% | +44.1% | +33.8% |
| 3M | +14.4% | -3.8% | +18.2% | +14.2% |
| 6M | -23.5% | -5.3% | -18.2% | -24.0% |
| YTD | +13.9% | -20.3% | +34.2% | +22.9% |
| 1Y | -20.6% | -36.0% | +15.4% | -16.3% |
| All | +8.5% | -20.9% | +29.4% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling