+8.9%
CRCL vs GE
+29.0%
-20.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -11.2% | -4.0% | -7.2% | -9.7% |
| 30D | +27.1% | -11.4% | +38.5% | +32.6% |
| 3M | +9.6% | -2.6% | +12.3% | +8.8% |
| 6M | -19.7% | -0.3% | -19.4% | -20.8% |
| YTD | +14.2% | +5.4% | +8.9% | +6.1% |
| 1Y | -32.2% | +15.5% | -47.8% | -42.2% |
| All | +8.9% | +29.0% | -20.2% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 5y: compounded portfolio wealth divided by compounded GE 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…
5y analysis · Full analysis span regression · 6 months rolling