+8.9%
CRCL vs FND
-35.4%
+44.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | +0.1% |
| 7D | -11.2% | -5.8% | -5.5% | -10.0% |
| 30D | +27.1% | -20.2% | +47.3% | +32.8% |
| 3M | +9.6% | -12.0% | +21.6% | +11.2% |
| 6M | -19.7% | -18.5% | -1.2% | -16.8% |
| YTD | +14.2% | -22.3% | +36.5% | +18.8% |
| 1Y | -32.2% | -47.6% | +15.4% | -20.9% |
| All | +8.9% | -35.4% | +44.2% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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