-23.5%
CRCL vs MO
+6.1%
-29.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.3% | -4.2% | -2.0% |
| 7D | -12.5% | -1.0% | -11.5% | -13.2% |
| 30D | +26.9% | +5.8% | +21.1% | +32.0% |
| 3M | +14.4% | -4.5% | +19.0% | +13.5% |
| 6M | -23.5% | +5.7% | -29.2% | -18.2% |
| All | -23.5% | +6.1% | -29.6% | -18.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling