-31.6%
CRCL vs MO
+45.9%
-77.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +1.9% |
| 7D | -6.8% | +6.9% | -13.7% | -3.5% |
| 30D | -8.6% | +14.9% | -23.5% | -1.5% |
| 3M | +20.3% | +16.4% | +3.9% | +30.9% |
| 6M | -36.3% | +9.6% | -45.9% | -31.4% |
| YTD | -4.0% | +41.8% | -45.9% | +4.6% |
| 1Y | -31.6% | +45.3% | -76.9% | -25.5% |
| All | -31.6% | +45.9% | -77.5% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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