+8.9%
CRCL vs BNY
+88.0%
-79.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -11.2% | -1.3% | -9.9% | -10.0% |
| 30D | +27.1% | -0.2% | +27.3% | +27.0% |
| 3M | +9.6% | +14.9% | -5.3% | -6.0% |
| 6M | -19.7% | +40.0% | -59.7% | -47.9% |
| YTD | +14.2% | +42.0% | -27.7% | -27.2% |
| 1Y | -32.2% | +56.9% | -89.1% | -62.8% |
| All | +8.9% | +88.0% | -79.1% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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