+8.5%
CRCL vs CI
-7.0%
+15.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -3.9% | -3.1% |
| 7D | -12.5% | -1.3% | -11.2% | -12.3% |
| 30D | +26.9% | +3.1% | +23.8% | +26.0% |
| 3M | +14.4% | -4.5% | +18.9% | +15.4% |
| 6M | -23.5% | +8.3% | -31.8% | -26.0% |
| YTD | +13.9% | +3.8% | +10.1% | +12.1% |
| 1Y | -20.6% | -5.0% | -15.5% | -17.5% |
| All | +8.5% | -7.0% | +15.6% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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