+11.7%
CRCL vs HAS
+42.1%
-30.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.7% |
| 7D | +4.9% | -4.8% | +9.8% | +7.2% |
| 30D | +38.7% | -5.1% | +43.8% | +41.9% |
| 3M | +14.7% | +6.4% | +8.3% | +11.9% |
| 6M | -16.9% | -5.6% | -11.2% | -16.1% |
| YTD | +17.3% | +11.0% | +6.3% | +3.1% |
| 1Y | -21.2% | +16.8% | -38.0% | -34.5% |
| All | +11.7% | +42.1% | -30.4% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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