-13.1%
CRCL vs EFV
+30.7%
-43.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -0.9% |
| 7D | +17.1% | +1.5% | +15.6% | +14.7% |
| 30D | +61.3% | +1.7% | +59.5% | +57.4% |
| 3M | +12.7% | +8.6% | +4.1% | +0.6% |
| 6M | -3.1% | +11.7% | -14.7% | -16.2% |
| YTD | +28.7% | +19.3% | +9.4% | -4.4% |
| 1Y | -13.1% | +30.2% | -43.3% | -49.4% |
| All | -13.1% | +30.7% | -43.8% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1y: compounded portfolio wealth divided by compounded EFV 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…
1y analysis · Full analysis span regression · 6 months rolling