+8.9%
CRCL vs GEN
+6.5%
+2.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.3% |
| 7D | -11.2% | -1.3% | -9.9% | -10.4% |
| 30D | +27.1% | +6.1% | +21.0% | +22.7% |
| 3M | +9.6% | +27.0% | -17.3% | -7.1% |
| 6M | -19.7% | +43.9% | -63.5% | -39.6% |
| YTD | +14.2% | +13.0% | +1.3% | +3.4% |
| 1Y | -32.2% | +4.0% | -36.3% | -36.0% |
| All | +8.9% | +6.5% | +2.4% | +10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling