+8.9%
CRCL vs NI
+9.7%
-0.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -11.2% | 0.0% | -11.3% | -11.2% |
| 30D | +27.1% | -1.4% | +28.5% | +27.2% |
| 3M | +9.6% | -10.6% | +20.2% | +11.4% |
| 6M | -19.7% | -9.3% | -10.4% | -19.3% |
| YTD | +14.2% | +1.1% | +13.1% | +9.0% |
| 1Y | -32.2% | +3.4% | -35.6% | -34.3% |
| All | +8.9% | +9.7% | -0.9% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 all: compounded portfolio wealth divided by compounded NI 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…
all analysis · Full analysis span regression · 6 months rolling