+8.9%
CRCL vs BAH
-23.5%
+32.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | -11.2% | +4.3% | -15.5% | -11.9% |
| 30D | +27.1% | -2.5% | +29.6% | +27.5% |
| 3M | +9.6% | -0.9% | +10.6% | +9.4% |
| 6M | -19.7% | +1.5% | -21.2% | -20.8% |
| YTD | +14.2% | -8.0% | +22.2% | +16.1% |
| 1Y | -32.2% | -24.7% | -7.5% | -27.8% |
| All | +8.9% | -23.5% | +32.4% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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