+8.9%
CRCL vs EIX
+10.2%
-1.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | 0.0% |
| 7D | -11.2% | -1.4% | -9.9% | -11.4% |
| 30D | +27.1% | -19.3% | +46.4% | +22.3% |
| 3M | +9.6% | -21.7% | +31.3% | +5.2% |
| 6M | -19.7% | -19.8% | +0.1% | -22.8% |
| YTD | +14.2% | -3.0% | +17.3% | +13.1% |
| 1Y | -32.2% | +5.1% | -37.3% | -31.0% |
| All | +8.9% | +10.2% | -1.3% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 5y: compounded portfolio wealth divided by compounded EIX 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…
5y analysis · Full analysis span regression · 6 months rolling