+8.5%
CRCL vs B
+118.5%
-110.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.5% | -0.3% | -1.7% |
| 7D | -12.5% | -5.0% | -7.5% | -10.3% |
| 30D | +26.9% | +8.7% | +18.2% | +23.4% |
| 3M | +14.4% | +17.3% | -2.9% | +7.4% |
| 6M | -23.5% | -5.0% | -18.5% | -22.9% |
| YTD | +13.9% | +1.4% | +12.5% | +13.7% |
| 1Y | -20.6% | +50.5% | -71.1% | -24.2% |
| All | +8.5% | +118.5% | -110.0% | -9.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling