-31.6%
CRCL vs BEN
+56.2%
-87.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.7% | -3.5% | -2.6% |
| 7D | -6.8% | +6.7% | -13.6% | -11.6% |
| 30D | -8.6% | +3.0% | -11.6% | -10.9% |
| 3M | +20.3% | -4.3% | +24.7% | +23.9% |
| 6M | -36.3% | +16.4% | -52.7% | -42.6% |
| YTD | -4.0% | +46.8% | -50.8% | -25.4% |
| 1Y | -31.6% | +57.3% | -88.9% | -48.9% |
| All | -31.6% | +56.2% | -87.8% | -48.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling