-13.1%
CRCL vs CPB
-32.6%
+19.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.2% | -2.3% |
| 7D | +17.1% | -8.6% | +25.7% | +13.7% |
| 30D | +61.3% | -7.2% | +68.5% | +56.8% |
| 3M | +12.7% | +0.9% | +11.8% | +14.2% |
| 6M | -3.1% | -11.8% | +8.8% | -6.2% |
| YTD | +28.7% | -19.4% | +48.1% | +21.2% |
| 1Y | -13.1% | -30.4% | +17.2% | -16.5% |
| All | -13.1% | -32.6% | +19.5% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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