-13.1%
CRCL vs JBL
+52.3%
-65.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.7% | -1.9% |
| 7D | +17.1% | +3.0% | +14.1% | +15.6% |
| 30D | +61.3% | -8.3% | +69.5% | +68.0% |
| 3M | +12.7% | -16.9% | +29.6% | +21.6% |
| 6M | -3.1% | +21.8% | -24.8% | -17.4% |
| YTD | +28.7% | +36.3% | -7.6% | +3.5% |
| 1Y | -13.1% | +49.5% | -62.6% | -34.3% |
| All | -13.1% | +52.3% | -65.5% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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