+8.9%
CRCL vs ASX
+323.6%
-314.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.5% |
| 7D | -11.2% | +5.2% | -16.4% | -12.4% |
| 30D | +27.1% | +0.5% | +26.6% | +26.8% |
| 3M | +9.6% | +8.3% | +1.3% | +5.5% |
| 6M | -19.7% | +82.0% | -101.7% | -31.6% |
| YTD | +14.2% | +147.6% | -133.4% | -7.9% |
| 1Y | -32.2% | +258.8% | -291.1% | -41.8% |
| All | +8.9% | +323.6% | -314.7% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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