+22.6%
CRCL vs EXPD
+70.6%
-48.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.1% |
| 7D | +17.1% | -1.1% | +18.2% | +17.1% |
| 30D | +61.3% | +4.1% | +57.2% | +61.5% |
| 3M | +12.7% | +17.9% | -5.2% | +12.8% |
| 6M | -3.1% | +29.2% | -32.3% | -3.8% |
| YTD | +28.7% | +27.4% | +1.3% | +27.1% |
| 1Y | -13.1% | +56.8% | -70.0% | -15.9% |
| All | +22.6% | +70.6% | -48.0% | +28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling