+8.5%
CRCL vs FIX
+218.4%
-209.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.4% |
| 7D | -12.5% | +0.7% | -13.2% | -12.7% |
| 30D | +26.9% | -5.7% | +32.6% | +29.0% |
| 3M | +14.4% | -7.4% | +21.9% | +14.8% |
| 6M | -23.5% | +15.1% | -38.6% | -29.1% |
| YTD | +13.9% | +70.7% | -56.8% | -11.2% |
| 1Y | -20.6% | +111.9% | -132.5% | -41.2% |
| All | +8.5% | +218.4% | -209.9% | -15.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling