-49.1%
CRCL vs FIX
-40.5%
-8.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.0% | -1.7% | +2.3% |
| 7D | -11.8% | +6.4% | -18.3% | -12.8% |
| 30D | -20.0% | -29.1% | +9.1% | -14.5% |
| 3M | -5.7% | -31.1% | +25.5% | +0.7% |
| 6M | -49.1% | -42.8% | -6.3% | -46.2% |
| All | -49.1% | -40.5% | -8.5% | -46.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling