+11.7%
CRCL vs CPB
-31.2%
+42.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.6% | -3.9% | -3.1% |
| 7D | +4.9% | -8.0% | +12.9% | +2.5% |
| 30D | +38.7% | -2.4% | +41.1% | +37.5% |
| 3M | +14.7% | +0.5% | +14.1% | +15.6% |
| 6M | -16.9% | -10.5% | -6.4% | -18.8% |
| YTD | +17.3% | -17.5% | +34.8% | +12.3% |
| 1Y | -21.2% | -31.0% | +9.8% | -25.5% |
| All | +11.7% | -31.2% | +42.9% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling