+11.7%
CRCL vs BEN
+67.5%
-55.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.1% |
| 7D | +4.9% | +3.4% | +1.5% | +2.2% |
| 30D | +38.7% | +1.8% | +36.9% | +36.9% |
| 3M | +14.7% | +8.4% | +6.3% | +7.4% |
| 6M | -16.9% | +35.6% | -52.5% | -35.7% |
| YTD | +17.3% | +46.4% | -29.1% | -14.7% |
| 1Y | -21.2% | +46.3% | -67.5% | -43.1% |
| All | +11.7% | +67.5% | -55.8% | +0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling