-25.3%
CRCL vs CSGP
-59.9%
+34.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.9% | -5.4% | -3.1% |
| 7D | -8.4% | +1.3% | -9.7% | -8.6% |
| 30D | -21.8% | +2.8% | -24.6% | -22.9% |
| 3M | -17.5% | -6.3% | -11.2% | -16.9% |
| 6M | -50.9% | -3.2% | -47.7% | -51.3% |
| YTD | -21.6% | -54.0% | +32.4% | +7.8% |
| 1Y | -24.5% | -54.8% | +30.4% | +5.5% |
| All | -25.3% | -59.9% | +34.6% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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