+8.5%
CRCL vs BUD
+10.2%
-1.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.4% | -2.9% |
| 7D | -12.5% | -3.2% | -9.3% | -12.7% |
| 30D | +26.9% | -3.7% | +30.6% | +26.6% |
| 3M | +14.4% | -4.4% | +18.9% | +14.3% |
| 6M | -23.5% | +7.7% | -31.2% | -23.2% |
| YTD | +13.9% | +23.1% | -9.2% | +2.0% |
| 1Y | -20.6% | +33.6% | -54.2% | -33.6% |
| All | +8.5% | +10.2% | -1.7% | +40.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling