+22.6%
CRCL vs EXC
+6.8%
+15.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | -0.1% | -1.5% |
| 7D | +17.1% | +0.3% | +16.8% | +17.2% |
| 30D | +61.3% | -3.7% | +65.0% | +59.3% |
| 3M | +12.7% | -1.3% | +14.0% | +12.1% |
| 6M | -3.1% | -9.7% | +6.6% | -5.0% |
| YTD | +28.7% | +2.9% | +25.8% | +30.1% |
| 1Y | -13.1% | +4.4% | -17.5% | -6.1% |
| All | +22.6% | +6.8% | +15.8% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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