+8.5%
CRCL vs M
+89.0%
-80.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.7% | +1.8% | -2.8% |
| 7D | -12.5% | -8.8% | -3.7% | -12.4% |
| 30D | +26.9% | -16.4% | +43.3% | +27.2% |
| 3M | +14.4% | -10.8% | +25.2% | +14.7% |
| 6M | -23.5% | +16.1% | -39.6% | -22.4% |
| YTD | +13.9% | -5.3% | +19.2% | +16.5% |
| 1Y | -20.6% | +24.9% | -45.4% | -19.2% |
| All | +8.5% | +89.0% | -80.5% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 3y: compounded portfolio wealth divided by compounded M 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…
3y analysis · Full analysis span regression · 6 months rolling