+15.6%
CRCL vs GEN
+4.9%
+10.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.7% | -3.0% | -3.9% |
| 7D | +7.5% | -0.7% | +8.2% | +8.3% |
| 30D | +44.3% | +2.6% | +41.6% | +42.3% |
| 3M | +16.5% | +15.8% | +0.8% | +5.4% |
| 6M | -5.6% | +33.1% | -38.8% | -24.3% |
| YTD | +21.3% | +11.3% | +10.0% | +10.9% |
| 1Y | -14.5% | +1.7% | -16.1% | -18.3% |
| All | +15.6% | +4.9% | +10.7% | +18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling