-13.1%
CRCL vs FIS
-37.2%
+24.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | +17.1% | +1.1% | +16.0% | +16.5% |
| 30D | +61.3% | -2.2% | +63.5% | +62.8% |
| 3M | +12.7% | +2.1% | +10.6% | +9.7% |
| 6M | -3.1% | -14.7% | +11.6% | +7.8% |
| YTD | +28.7% | -35.7% | +64.4% | +71.7% |
| 1Y | -13.1% | -37.1% | +23.9% | +24.3% |
| All | -13.1% | -37.2% | +24.1% | +24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 1y: compounded portfolio wealth divided by compounded FIS 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…
1y analysis · Full analysis span regression · 6 months rolling