-32.2%
CRCL vs HIG
+5.5%
-37.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.1% |
| 7D | -11.2% | -1.5% | -9.8% | -12.0% |
| 30D | +27.1% | -0.4% | +27.5% | +27.0% |
| 3M | +9.6% | +6.7% | +3.0% | +14.0% |
| 6M | -19.7% | +2.0% | -21.6% | -17.9% |
| YTD | +14.2% | +0.3% | +14.0% | +16.8% |
| 1Y | -32.2% | +4.2% | -36.4% | -29.5% |
| All | -32.2% | +5.5% | -37.7% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling