+8.5%
CRCL vs EXPD
+71.1%
-62.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -2.9% |
| 7D | -12.5% | +1.2% | -13.7% | -12.5% |
| 30D | +26.9% | +6.8% | +20.1% | +27.2% |
| 3M | +14.4% | +14.9% | -0.5% | +14.6% |
| 6M | -23.5% | +34.6% | -58.1% | -25.0% |
| YTD | +13.9% | +27.7% | -13.8% | +12.5% |
| 1Y | -20.6% | +57.7% | -78.2% | -23.1% |
| All | +8.5% | +71.1% | -62.6% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EXPD 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling