-32.2%
CRCL vs HRB
-6.2%
-26.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.3% |
| 7D | -11.2% | -8.0% | -3.2% | -11.8% |
| 30D | +27.1% | -16.0% | +43.1% | +25.2% |
| 3M | +9.6% | +26.9% | -17.2% | +12.5% |
| 6M | -19.7% | +51.1% | -70.8% | -17.9% |
| YTD | +14.2% | +7.1% | +7.2% | +13.8% |
| 1Y | -32.2% | -9.6% | -22.6% | -39.4% |
| All | -32.2% | -6.2% | -26.1% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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