+8.9%
CRCL vs BBWI
-26.2%
+35.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.4% | -6.1% | -0.4% |
| 7D | -11.2% | -4.8% | -6.4% | -10.7% |
| 30D | +27.1% | +3.5% | +23.6% | +26.2% |
| 3M | +9.6% | -0.3% | +10.0% | +9.3% |
| 6M | -19.7% | -5.4% | -14.3% | -19.4% |
| YTD | +14.2% | -4.7% | +19.0% | +14.4% |
| 1Y | -32.2% | -30.5% | -1.8% | -27.6% |
| All | +8.9% | -26.2% | +35.0% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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