+11.7%
CRCL vs ALLE
+10.9%
+0.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.8% | -0.5% | -3.3% |
| 7D | +4.9% | -2.2% | +7.1% | +5.0% |
| 30D | +38.7% | -8.3% | +47.0% | +38.7% |
| 3M | +14.7% | +16.3% | -1.6% | +15.2% |
| 6M | -16.9% | +1.8% | -18.7% | -14.8% |
| YTD | +17.3% | -3.9% | +21.2% | +18.3% |
| 1Y | -21.2% | -10.0% | -11.2% | -15.7% |
| All | +11.7% | +10.9% | +0.9% | +34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 5y: compounded portfolio wealth divided by compounded ALLE 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…
5y analysis · Full analysis span regression · 6 months rolling