-38.5%
CRCL vs HUM
+60.0%
-98.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -1.3% | -7.4% | -8.5% |
| 7D | -13.1% | -1.2% | -12.0% | -13.0% |
| 30D | -17.4% | +2.1% | -19.5% | -17.6% |
| 3M | +9.8% | +13.4% | -3.6% | +8.9% |
| 6M | -39.2% | +72.7% | -111.8% | -43.0% |
| YTD | -12.4% | +62.3% | -74.7% | -21.0% |
| 1Y | -38.5% | +57.5% | -96.0% | -44.8% |
| All | -38.5% | +60.0% | -98.5% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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