-13.1%
CRCL vs BTI
+5.0%
-18.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.0% |
| 7D | +17.1% | -1.4% | +18.5% | +17.2% |
| 30D | +61.3% | -6.6% | +67.9% | +62.3% |
| 3M | +12.7% | -3.0% | +15.7% | +11.2% |
| 6M | -3.1% | -6.7% | +3.6% | -3.6% |
| YTD | +28.7% | +0.6% | +28.1% | +26.3% |
| 1Y | -13.1% | +5.6% | -18.7% | -2.7% |
| All | -13.1% | +5.0% | -18.1% | -2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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