+11.7%
CRCL vs BBWI
-29.6%
+41.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.3% | +3.0% | -2.6% |
| 7D | +4.9% | -4.4% | +9.3% | +5.5% |
| 30D | +38.7% | -7.4% | +46.1% | +39.6% |
| 3M | +14.7% | -2.2% | +16.9% | +14.4% |
| 6M | -16.9% | -16.3% | -0.5% | -15.2% |
| YTD | +17.3% | -9.1% | +26.4% | +18.1% |
| 1Y | -21.2% | -34.5% | +13.3% | -15.3% |
| All | +11.7% | -29.6% | +41.3% | +37.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling