+15.6%
CRCL vs FGI
+116.0%
-100.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.9% | -7.6% | -5.8% |
| 7D | +7.5% | +5.2% | +2.3% | +7.2% |
| 30D | +44.3% | +65.2% | -20.9% | +37.6% |
| 3M | +16.5% | +30.2% | -13.6% | +11.9% |
| 6M | -5.6% | +87.8% | -93.4% | -14.2% |
| YTD | +21.3% | +32.5% | -11.2% | +12.8% |
| 1Y | -14.5% | +93.6% | -108.1% | -25.6% |
| All | +15.6% | +116.0% | -100.5% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 5y: compounded portfolio wealth divided by compounded FGI 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…
5y analysis · Full analysis span regression · 6 months rolling