+11.7%
CRCL vs HAL
+89.0%
-77.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.2% | -3.3% |
| 7D | +4.9% | -1.3% | +6.2% | +4.9% |
| 30D | +38.7% | +10.9% | +27.8% | +38.8% |
| 3M | +14.7% | -5.8% | +20.5% | +15.3% |
| 6M | -16.9% | +8.1% | -25.0% | -17.0% |
| YTD | +17.3% | +33.2% | -15.9% | +14.9% |
| 1Y | -21.2% | +74.2% | -95.4% | -20.5% |
| All | +11.7% | +89.0% | -77.3% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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