+11.7%
CRCL vs BUD
+10.7%
+1.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.2% | -1.1% | -3.4% |
| 7D | +4.9% | -1.3% | +6.2% | +4.8% |
| 30D | +38.7% | -6.1% | +44.8% | +38.0% |
| 3M | +14.7% | -3.8% | +18.4% | +14.6% |
| 6M | -16.9% | +8.2% | -25.0% | -16.5% |
| YTD | +17.3% | +23.6% | -6.3% | +5.0% |
| 1Y | -21.2% | +33.4% | -54.6% | -33.8% |
| All | +11.7% | +10.7% | +1.1% | +44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling