+11.7%
CRCL vs B
+124.2%
-112.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.1% | -4.4% | -3.8% |
| 7D | +4.9% | +1.0% | +3.9% | +4.6% |
| 30D | +38.7% | +9.5% | +29.2% | +34.1% |
| 3M | +14.7% | +14.3% | +0.3% | +8.3% |
| 6M | -16.9% | -1.9% | -15.0% | -17.3% |
| YTD | +17.3% | +4.1% | +13.2% | +15.6% |
| 1Y | -21.2% | +56.1% | -77.3% | -25.8% |
| All | +11.7% | +124.2% | -112.5% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 3y: compounded portfolio wealth divided by compounded B 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…
3y analysis · Full analysis span regression · 6 months rolling