+11.7%
CRCL vs CSX
+54.1%
-42.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.9% |
| 7D | +4.9% | -0.6% | +5.5% | +5.2% |
| 30D | +38.7% | -3.2% | +41.9% | +40.2% |
| 3M | +14.7% | +2.6% | +12.1% | +12.7% |
| 6M | -16.9% | +19.8% | -36.7% | -26.9% |
| YTD | +17.3% | +34.7% | -17.4% | -6.2% |
| 1Y | -21.2% | +52.1% | -73.3% | -40.3% |
| All | +11.7% | +54.1% | -42.4% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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