+8.9%
CRCL vs IR
-11.2%
+20.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | -11.2% | -4.5% | -6.7% | -10.5% |
| 30D | +27.1% | -13.9% | +41.0% | +30.0% |
| 3M | +9.6% | -0.3% | +10.0% | +7.5% |
| 6M | -19.7% | -14.3% | -5.4% | -18.1% |
| YTD | +14.2% | -7.9% | +22.1% | +11.1% |
| 1Y | -32.2% | -9.9% | -22.3% | -33.4% |
| All | +8.9% | -11.2% | +20.1% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 3y: compounded portfolio wealth divided by compounded IR 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…
3y analysis · Full analysis span regression · 6 months rolling