+15.6%
CRCL vs AXP
+11.4%
+4.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.7% | -5.7% |
| 7D | +7.5% | +0.6% | +6.9% | +6.9% |
| 30D | +44.3% | -4.3% | +48.6% | +49.1% |
| 3M | +16.5% | +4.7% | +11.8% | +10.5% |
| 6M | -5.6% | +9.0% | -14.6% | -13.8% |
| YTD | +21.3% | -11.1% | +32.4% | +32.1% |
| 1Y | -14.5% | +1.3% | -15.8% | -15.2% |
| All | +15.6% | +11.4% | +4.1% | +28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling