+8.9%
CRCL vs AU
+132.3%
-123.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.2% |
| 7D | -11.2% | -4.3% | -7.0% | -10.1% |
| 30D | +27.1% | +7.3% | +19.8% | +25.8% |
| 3M | +9.6% | +26.3% | -16.7% | +4.6% |
| 6M | -19.7% | +1.8% | -21.5% | -21.2% |
| YTD | +14.2% | +26.8% | -12.6% | +11.2% |
| 1Y | -32.2% | +66.7% | -98.9% | -34.1% |
| All | +8.9% | +132.3% | -123.5% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 all: compounded portfolio wealth divided by compounded AU 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…
all analysis · Full analysis span regression · 6 months rolling