-25.3%
CRCL vs AXP
+9.9%
-35.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -3.2% |
| 7D | -8.4% | -0.1% | -8.2% | -8.2% |
| 30D | -21.8% | +4.4% | -26.3% | -24.5% |
| 3M | -17.5% | -6.4% | -11.1% | -12.8% |
| 6M | -50.9% | +4.2% | -55.0% | -52.9% |
| YTD | -21.6% | -12.4% | -9.2% | -13.2% |
| 1Y | -24.5% | -11.1% | -13.3% | -17.4% |
| All | -25.3% | +9.9% | -35.2% | -15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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