-31.6%
CRCL vs PSX
+97.5%
-129.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.5% | +5.7% | +0.2% |
| 7D | -6.8% | -5.2% | -1.7% | -7.8% |
| 30D | -8.6% | -3.7% | -4.9% | -9.5% |
| 3M | +20.3% | +26.8% | -6.4% | +22.2% |
| 6M | -36.3% | +47.3% | -83.6% | -34.0% |
| YTD | -4.0% | +105.4% | -109.4% | -4.4% |
| 1Y | -31.6% | +96.9% | -128.5% | -36.1% |
| All | -31.6% | +97.5% | -129.1% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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