+8.9%
CRCL vs ALLY
+23.5%
-14.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.5% |
| 7D | -11.2% | -3.8% | -7.4% | -8.1% |
| 30D | +27.1% | -4.9% | +32.0% | +32.8% |
| 3M | +9.6% | -2.6% | +12.2% | +12.6% |
| 6M | -19.7% | +15.7% | -35.4% | -33.4% |
| YTD | +14.2% | -5.2% | +19.4% | +19.7% |
| 1Y | -32.2% | +2.8% | -35.1% | -33.5% |
| All | +8.9% | +23.5% | -14.7% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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