-32.2%
CRCL vs BWA
+55.6%
-87.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.2% | 0.0% |
| 7D | -11.2% | -1.3% | -9.9% | -11.0% |
| 30D | +27.1% | -2.9% | +30.0% | +27.7% |
| 3M | +9.6% | -10.7% | +20.4% | +11.0% |
| 6M | -19.7% | +26.5% | -46.1% | -20.2% |
| YTD | +14.2% | +49.1% | -34.8% | +4.4% |
| 1Y | -32.2% | +52.1% | -84.3% | -38.5% |
| All | -32.2% | +55.6% | -87.8% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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