+8.9%
CRCL vs FIS
-50.2%
+59.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.2% |
| 7D | -11.2% | -7.9% | -3.3% | -7.2% |
| 30D | +27.1% | -8.0% | +35.1% | +32.6% |
| 3M | +9.6% | +0.6% | +9.0% | +5.8% |
| 6M | -19.7% | -22.2% | +2.5% | -5.8% |
| YTD | +14.2% | -40.8% | +55.0% | +61.8% |
| 1Y | -32.2% | -41.5% | +9.3% | -2.3% |
| All | +8.9% | -50.2% | +59.0% | +82.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling