-32.2%
CRCL vs MSI
-2.0%
-30.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.3% |
| 7D | -11.2% | -0.4% | -10.8% | -11.2% |
| 30D | +27.1% | -0.8% | +27.9% | +27.1% |
| 3M | +9.6% | +13.9% | -4.3% | +8.2% |
| 6M | -19.7% | +1.3% | -21.0% | -20.2% |
| YTD | +14.2% | +22.3% | -8.0% | +15.8% |
| 1Y | -32.2% | -3.9% | -28.4% | -38.2% |
| All | -32.2% | -2.0% | -30.2% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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