+8.9%
CRCL vs JAAA
+6.5%
+2.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | -1.4% |
| 7D | -11.2% | +0.1% | -11.3% | -12.7% |
| 30D | +27.1% | +0.5% | +26.6% | +13.6% |
| 3M | +9.6% | +1.3% | +8.4% | -16.8% |
| 6M | -19.7% | +2.8% | -22.5% | -56.8% |
| YTD | +14.2% | +3.3% | +11.0% | -43.9% |
| 1Y | -32.2% | +4.9% | -37.2% | -76.8% |
| All | +8.9% | +6.5% | +2.4% | -76.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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