+15.6%
CRCL vs ALK
-19.6%
+35.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.1% | -2.7% | -4.9% |
| 7D | +7.5% | +0.1% | +7.4% | +7.5% |
| 30D | +44.3% | -18.5% | +62.7% | +52.8% |
| 3M | +16.5% | -3.6% | +20.1% | +16.0% |
| 6M | -5.6% | -3.7% | -1.9% | -6.7% |
| YTD | +21.3% | -19.0% | +40.3% | +30.3% |
| 1Y | -14.5% | -36.0% | +21.6% | -10.2% |
| All | +15.6% | -19.6% | +35.2% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling