+8.9%
CRCL vs GFI
+79.3%
-70.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.7% |
| 7D | -11.2% | -4.9% | -6.4% | -9.7% |
| 30D | +27.1% | +10.7% | +16.4% | +24.3% |
| 3M | +9.6% | +25.6% | -16.0% | +3.0% |
| 6M | -19.7% | -8.3% | -11.4% | -19.4% |
| YTD | +14.2% | +6.3% | +7.9% | +13.8% |
| 1Y | -32.2% | +22.1% | -54.3% | -31.8% |
| All | +8.9% | +79.3% | -70.5% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 GFI 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