+15.6%
CRCL vs RF
+48.2%
-32.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.2% | -4.6% | -5.4% |
| 7D | +7.5% | +2.7% | +4.8% | +6.7% |
| 30D | +44.3% | -3.4% | +47.6% | +45.6% |
| 3M | +16.5% | +6.4% | +10.2% | +11.6% |
| 6M | -5.6% | +13.4% | -19.0% | -15.1% |
| YTD | +21.3% | +14.2% | +7.0% | +7.4% |
| 1Y | -14.5% | +15.7% | -30.2% | -26.4% |
| All | +15.6% | +48.2% | -32.7% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RF.
Daily Out/Under-Performance
Portfolio return minus RF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RF 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 3y: compounded portfolio wealth divided by compounded RF 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…
3y analysis · Full analysis span regression · 6 months rolling