+8.9%
CRCL vs APTV
-30.9%
+39.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -11.2% | -5.0% | -6.2% | -9.9% |
| 30D | +27.1% | -6.1% | +33.2% | +29.2% |
| 3M | +9.6% | -33.0% | +42.6% | +22.1% |
| 6M | -19.7% | -35.2% | +15.6% | -8.2% |
| YTD | +14.2% | -40.1% | +54.4% | +33.3% |
| 1Y | -32.2% | -45.6% | +13.4% | -16.2% |
| All | +8.9% | -30.9% | +39.7% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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