+8.9%
CRCL vs EMR
+26.8%
-18.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -1.3% |
| 7D | -11.2% | -0.4% | -10.8% | -11.0% |
| 30D | +27.1% | -6.8% | +33.9% | +32.8% |
| 3M | +9.6% | +7.5% | +2.2% | +4.1% |
| 6M | -19.7% | +9.9% | -29.5% | -25.4% |
| YTD | +14.2% | +16.0% | -1.7% | -1.3% |
| 1Y | -32.2% | +12.4% | -44.7% | -39.9% |
| All | +8.9% | +26.8% | -18.0% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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