-23.3%
CRCL vs AR
+3.1%
-26.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +1.3% | -6.2% | -5.1% |
| 7D | -8.1% | +6.4% | -14.6% | -8.9% |
| 30D | -24.3% | +3.1% | -27.4% | -24.8% |
| 3M | -10.5% | +3.3% | -13.7% | -11.2% |
| 6M | -48.4% | +6.6% | -54.9% | -49.2% |
| YTD | -19.5% | +12.3% | -31.9% | -24.7% |
| 1Y | -26.0% | +12.3% | -38.4% | -30.9% |
| All | -23.3% | +3.1% | -26.4% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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