+8.5%
CRCL vs COP
+64.1%
-55.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.2% | -2.9% |
| 7D | -12.5% | +1.0% | -13.5% | -12.6% |
| 30D | +26.9% | +9.6% | +17.4% | +25.8% |
| 3M | +14.4% | +15.0% | -0.6% | +13.3% |
| 6M | -23.5% | +21.8% | -45.3% | -26.6% |
| YTD | +13.9% | +49.6% | -35.7% | +0.7% |
| 1Y | -20.6% | +49.9% | -70.4% | -31.6% |
| All | +8.5% | +64.1% | -55.6% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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