+22.6%
CRCL vs CSGP
-60.0%
+82.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.5% |
| 7D | +17.1% | -4.1% | +21.2% | +18.3% |
| 30D | +61.3% | +2.3% | +59.0% | +60.0% |
| 3M | +12.7% | -8.2% | +20.9% | +14.6% |
| 6M | -3.1% | -35.1% | +32.0% | +11.1% |
| YTD | +28.7% | -54.0% | +82.7% | +78.1% |
| 1Y | -13.1% | -65.3% | +52.2% | +41.5% |
| All | +22.6% | -60.0% | +82.6% | +148.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling