+8.5%
CRCL vs FHN
+28.5%
-20.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.2% |
| 7D | -12.5% | -0.8% | -11.7% | -12.1% |
| 30D | +26.9% | -2.6% | +29.6% | +28.1% |
| 3M | +14.4% | +0.8% | +13.6% | +11.8% |
| 6M | -23.5% | +9.2% | -32.7% | -30.9% |
| YTD | +13.9% | +5.1% | +8.8% | +6.1% |
| 1Y | -20.6% | +12.2% | -32.8% | -31.1% |
| All | +8.5% | +28.5% | -20.0% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 3y: compounded portfolio wealth divided by compounded FHN 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…
3y analysis · Full analysis span regression · 6 months rolling