-32.2%
CRCL vs JCI
+36.0%
-68.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | 0.0% |
| 7D | -11.2% | +0.7% | -12.0% | -11.3% |
| 30D | +27.1% | -4.4% | +31.5% | +27.8% |
| 3M | +9.6% | +1.7% | +8.0% | +8.9% |
| 6M | -19.7% | +8.8% | -28.5% | -22.3% |
| YTD | +14.2% | +22.6% | -8.4% | +1.8% |
| 1Y | -32.2% | +36.2% | -68.4% | -46.1% |
| All | -32.2% | +36.0% | -68.2% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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