+8.9%
CRCL vs BND
+2.9%
+6.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | -11.2% | -1.0% | -10.2% | -9.8% |
| 30D | +27.1% | -1.1% | +28.2% | +29.5% |
| 3M | +9.6% | -1.9% | +11.5% | +12.5% |
| 6M | -19.7% | -1.6% | -18.1% | -18.5% |
| YTD | +14.2% | -1.2% | +15.5% | +16.5% |
| 1Y | -32.2% | -0.7% | -31.5% | -28.6% |
| All | +8.9% | +2.9% | +6.0% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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