+8.5%
CRCL vs FE
+18.9%
-10.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.8% |
| 7D | -12.5% | -1.7% | -10.8% | -13.5% |
| 30D | +26.9% | -1.3% | +28.2% | +25.8% |
| 3M | +14.4% | +0.6% | +13.8% | +15.0% |
| 6M | -23.5% | -6.8% | -16.7% | -27.3% |
| YTD | +13.9% | +6.4% | +7.5% | +21.6% |
| 1Y | -20.6% | +11.3% | -31.8% | -4.8% |
| All | +8.5% | +18.9% | -10.4% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling