+8.5%
CRCL vs RGEN
+29.8%
-21.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.6% | -2.9% |
| 7D | -12.5% | -2.9% | -9.6% | -12.3% |
| 30D | +26.9% | -0.1% | +27.0% | +27.4% |
| 3M | +14.4% | +25.9% | -11.5% | +13.7% |
| 6M | -23.5% | +35.2% | -58.7% | -25.2% |
| YTD | +13.9% | +0.5% | +13.4% | +13.4% |
| 1Y | -20.6% | +37.0% | -57.5% | -17.1% |
| All | +8.5% | +29.8% | -21.3% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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