-32.2%
CRCL vs BOXX
+4.0%
-36.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | -0.1% |
| 7D | -11.2% | +0.1% | -11.3% | -11.6% |
| 30D | +27.1% | +0.3% | +26.8% | +22.6% |
| 3M | +9.6% | +1.0% | +8.6% | -5.8% |
| 6M | -19.7% | +1.9% | -21.6% | -42.3% |
| YTD | +14.2% | +2.7% | +11.6% | -33.9% |
| 1Y | -32.2% | +4.0% | -36.3% | -47.8% |
| All | -32.2% | +4.0% | -36.3% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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