+11.7%
CRCL vs JCI
+42.5%
-30.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.1% |
| 7D | +4.9% | +4.1% | +0.8% | +4.1% |
| 30D | +38.7% | -3.8% | +42.5% | +39.6% |
| 3M | +14.7% | -1.6% | +16.3% | +14.7% |
| 6M | -16.9% | +9.5% | -26.4% | -20.4% |
| YTD | +17.3% | +21.7% | -4.5% | +4.7% |
| 1Y | -21.2% | +37.1% | -58.3% | -35.4% |
| All | +11.7% | +42.5% | -30.8% | -4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling