+8.5%
CRCL vs BWA
+108.1%
-99.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.5% | -3.0% |
| 7D | -12.5% | -0.1% | -12.4% | -12.5% |
| 30D | +26.9% | -5.5% | +32.4% | +28.0% |
| 3M | +14.4% | -7.6% | +22.0% | +15.3% |
| 6M | -23.5% | +25.0% | -48.5% | -23.4% |
| YTD | +13.9% | +47.0% | -33.1% | +8.8% |
| 1Y | -20.6% | +54.0% | -74.5% | -24.4% |
| All | +8.5% | +108.1% | -99.5% | +32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling