+8.9%
CRCL vs BAX
-20.3%
+29.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.4% |
| 7D | -11.2% | -7.9% | -3.4% | -10.9% |
| 30D | +27.1% | -11.7% | +38.8% | +27.7% |
| 3M | +9.6% | +16.2% | -6.6% | +9.4% |
| 6M | -19.7% | +32.0% | -51.7% | -20.5% |
| YTD | +14.2% | +24.7% | -10.5% | +13.2% |
| 1Y | -32.2% | -2.6% | -29.6% | -30.7% |
| All | +8.9% | -20.3% | +29.2% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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