+8.9%
CRCL vs FISV
-68.6%
+77.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.4% | -5.1% | -1.2% |
| 7D | -11.2% | -2.7% | -8.5% | -10.6% |
| 30D | +27.1% | 0.0% | +27.1% | +27.2% |
| 3M | +9.6% | -2.8% | +12.4% | +9.5% |
| 6M | -19.7% | -11.8% | -7.9% | -17.1% |
| YTD | +14.2% | -23.2% | +37.5% | +21.9% |
| 1Y | -32.2% | -62.0% | +29.8% | -19.0% |
| All | +8.9% | -68.6% | +77.5% | +40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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