+11.7%
CRCL vs CFG
+79.3%
-67.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.8% |
| 7D | +4.9% | -0.6% | +5.5% | +5.4% |
| 30D | +38.7% | -4.5% | +43.2% | +41.8% |
| 3M | +14.7% | +6.3% | +8.3% | +8.1% |
| 6M | -16.9% | +20.6% | -37.5% | -31.2% |
| YTD | +17.3% | +21.2% | -4.0% | -4.5% |
| 1Y | -21.2% | +38.2% | -59.4% | -45.0% |
| All | +11.7% | +79.3% | -67.5% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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