+11.7%
CRCL vs FIS
-50.8%
+62.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.4% | +0.1% | -1.5% |
| 7D | +4.9% | -9.1% | +14.0% | +10.5% |
| 30D | +38.7% | -10.4% | +49.1% | +46.8% |
| 3M | +14.7% | -3.7% | +18.4% | +14.0% |
| 6M | -16.9% | -24.8% | +7.9% | -0.2% |
| YTD | +17.3% | -41.6% | +58.8% | +67.3% |
| 1Y | -21.2% | -42.7% | +21.6% | +15.2% |
| All | +11.7% | -50.8% | +62.6% | +88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling