-13.1%
CRCL vs BEN
+42.6%
-55.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.7% | -4.1% |
| 7D | +17.1% | +0.2% | +16.9% | +16.8% |
| 30D | +61.3% | -0.5% | +61.8% | +61.9% |
| 3M | +12.7% | +9.7% | +3.0% | +4.2% |
| 6M | -3.1% | +33.9% | -37.0% | -25.3% |
| YTD | +28.7% | +49.0% | -20.3% | -10.6% |
| 1Y | -13.1% | +42.1% | -55.3% | -19.0% |
| All | -13.1% | +42.6% | -55.7% | -19.0% |
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