+8.9%
CRCL vs BEN
+65.2%
-56.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -11.2% | -3.1% | -8.1% | -8.9% |
| 30D | +27.1% | +0.2% | +26.9% | +27.2% |
| 3M | +9.6% | +6.8% | +2.8% | +3.9% |
| 6M | -19.7% | +38.1% | -57.8% | -38.8% |
| YTD | +14.2% | +44.3% | -30.1% | -16.0% |
| 1Y | -32.2% | +42.6% | -74.8% | -50.1% |
| All | +8.9% | +65.2% | -56.4% | -1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling