-32.2%
CRCL vs JHX
+43.8%
-76.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | 0.0% |
| 7D | -11.2% | -6.3% | -4.9% | -9.6% |
| 30D | +27.1% | -7.7% | +34.8% | +29.7% |
| 3M | +9.6% | +19.2% | -9.5% | +5.8% |
| 6M | -19.7% | +38.3% | -58.0% | -26.0% |
| YTD | +14.2% | +37.2% | -23.0% | +1.0% |
| 1Y | -32.2% | +42.3% | -74.5% | -39.3% |
| All | -32.2% | +43.8% | -76.0% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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