+8.5%
CRCL vs FIS
-50.3%
+58.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.2% | -4.1% | -3.5% |
| 7D | -12.5% | -8.9% | -3.6% | -8.0% |
| 30D | +26.9% | -9.9% | +36.8% | +33.9% |
| 3M | +14.4% | 0.0% | +14.5% | +10.9% |
| 6M | -23.5% | -22.9% | -0.6% | -9.7% |
| YTD | +13.9% | -40.9% | +54.8% | +61.4% |
| 1Y | -20.6% | -40.4% | +19.9% | +12.7% |
| All | +8.5% | -50.3% | +58.8% | +82.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling