+15.6%
CRCL vs MOS
-25.4%
+40.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.6% | -8.4% | -6.1% |
| 7D | +7.5% | +7.1% | +0.4% | +6.5% |
| 30D | +44.3% | +15.0% | +29.2% | +41.3% |
| 3M | +16.5% | +24.1% | -7.5% | +13.7% |
| 6M | -5.6% | +2.7% | -8.3% | -7.3% |
| YTD | +21.3% | +12.2% | +9.1% | +14.4% |
| 1Y | -14.5% | -16.3% | +1.8% | -12.3% |
| All | +15.6% | -25.4% | +40.9% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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