-32.2%
CRCL vs CPB
-33.6%
+1.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.4% |
| 7D | -11.2% | -1.8% | -9.4% | -11.7% |
| 30D | +27.1% | -7.1% | +34.2% | +23.7% |
| 3M | +9.6% | -6.0% | +15.7% | +7.5% |
| 6M | -19.7% | -5.3% | -14.4% | -19.9% |
| YTD | +14.2% | -20.8% | +35.1% | +6.2% |
| 1Y | -32.2% | -33.8% | +1.6% | -35.5% |
| All | -32.2% | -33.6% | +1.4% | -35.5% |
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