+11.7%
CRCL vs FN
+71.2%
-59.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.4% |
| 7D | +4.9% | +5.8% | -0.9% | +3.2% |
| 30D | +38.7% | -20.6% | +59.3% | +46.4% |
| 3M | +14.7% | -28.6% | +43.3% | +23.1% |
| 6M | -16.9% | -20.7% | +3.9% | -14.7% |
| YTD | +17.3% | -8.1% | +25.4% | +14.4% |
| 1Y | -21.2% | +13.3% | -34.5% | -24.7% |
| All | +11.7% | +71.2% | -59.5% | +60.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling