+8.5%
CRCL vs EFA
+23.9%
-15.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.0% | -1.5% |
| 7D | -12.5% | -2.4% | -10.1% | -9.0% |
| 30D | +26.9% | -2.2% | +29.2% | +32.2% |
| 3M | +14.4% | +5.7% | +8.8% | +7.6% |
| 6M | -23.5% | +8.2% | -31.7% | -29.4% |
| YTD | +13.9% | +11.8% | +2.1% | -0.5% |
| 1Y | -20.6% | +18.3% | -38.8% | -34.0% |
| All | +8.5% | +23.9% | -15.3% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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