+8.5%
CRCL vs KMB
-22.8%
+31.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.6% | -3.0% |
| 7D | -12.5% | -7.7% | -4.8% | -15.1% |
| 30D | +26.9% | -8.2% | +35.1% | +22.9% |
| 3M | +14.4% | -1.9% | +16.3% | +15.0% |
| 6M | -23.5% | -0.7% | -22.8% | -21.4% |
| YTD | +13.9% | +1.4% | +12.5% | +16.3% |
| 1Y | -20.6% | -19.1% | -1.4% | -22.8% |
| All | +8.5% | -22.8% | +31.4% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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