-23.3%
CRCL vs MS
+52.7%
-76.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.8% | -4.2% | -4.2% |
| 7D | -8.1% | +3.7% | -11.8% | -11.3% |
| 30D | -24.3% | +2.0% | -26.2% | -25.4% |
| 3M | -10.5% | -12.6% | +2.1% | +1.5% |
| 6M | -48.4% | -0.3% | -48.1% | -48.0% |
| YTD | -19.5% | +9.0% | -28.5% | -27.4% |
| 1Y | -26.0% | +13.9% | -39.9% | -36.2% |
| All | -23.3% | +52.7% | -76.0% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 10y: compounded portfolio wealth divided by compounded MS 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…
10y analysis · Full analysis span regression · 6 months rolling