-32.2%
CRCL vs FIX
+121.9%
-154.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.3% | -6.0% | -2.1% |
| 7D | -11.2% | +5.0% | -16.2% | -13.0% |
| 30D | +27.1% | -2.7% | +29.8% | +27.9% |
| 3M | +9.6% | -8.2% | +17.9% | +10.5% |
| 6M | -19.7% | +20.3% | -39.9% | -28.8% |
| YTD | +14.2% | +81.4% | -67.2% | -22.4% |
| 1Y | -32.2% | +121.5% | -153.7% | -60.5% |
| All | -32.2% | +121.9% | -154.1% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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