-38.5%
CRCL vs BRO
-4.7%
-33.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +0.7% | -9.4% | -8.6% |
| 7D | -13.1% | +9.9% | -23.1% | -11.4% |
| 30D | -17.4% | +22.3% | -39.7% | -13.7% |
| 3M | +9.8% | +5.3% | +4.5% | +10.2% |
| 6M | -39.2% | +30.3% | -69.5% | -34.1% |
| YTD | -12.4% | -5.7% | -6.7% | -8.8% |
| 1Y | -38.5% | -3.5% | -35.1% | -38.1% |
| All | -38.5% | -4.7% | -33.9% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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