+8.9%
CRCL vs BUD
+11.0%
-2.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.3% |
| 7D | -11.2% | -2.6% | -8.6% | -11.4% |
| 30D | +27.1% | -1.2% | +28.3% | +27.0% |
| 3M | +9.6% | -4.9% | +14.6% | +9.5% |
| 6M | -19.7% | +9.3% | -29.0% | -19.4% |
| YTD | +14.2% | +24.0% | -9.7% | +2.3% |
| 1Y | -32.2% | +34.5% | -66.8% | -43.3% |
| All | +8.9% | +11.0% | -2.2% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling