+8.5%
CRCL vs GEN
+5.5%
+3.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.3% |
| 7D | -12.5% | -4.3% | -8.2% | -9.8% |
| 30D | +26.9% | +3.8% | +23.2% | +24.3% |
| 3M | +14.4% | +22.3% | -7.8% | -0.5% |
| 6M | -23.5% | +39.0% | -62.5% | -40.8% |
| YTD | +13.9% | +11.9% | +2.0% | +3.8% |
| 1Y | -20.6% | +4.5% | -25.1% | -24.9% |
| All | +8.5% | +5.5% | +3.1% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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