+8.5%
CRCL vs APA
+158.5%
-150.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.2% | -2.9% |
| 7D | -12.5% | +0.8% | -13.3% | -12.4% |
| 30D | +26.9% | +9.6% | +17.3% | +27.6% |
| 3M | +14.4% | +18.0% | -3.6% | +15.8% |
| 6M | -23.5% | +41.9% | -65.4% | -22.9% |
| YTD | +13.9% | +86.3% | -72.4% | +13.8% |
| 1Y | -20.6% | +97.9% | -118.4% | -18.9% |
| All | +8.5% | +158.5% | -150.0% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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