-13.1%
CRCL vs RIO
+73.7%
-86.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.6% | -1.5% |
| 7D | +17.1% | 0.0% | +17.1% | +17.1% |
| 30D | +61.3% | +4.0% | +57.3% | +56.9% |
| 3M | +12.7% | +0.1% | +12.6% | +12.8% |
| 6M | -3.1% | +12.7% | -15.8% | -10.0% |
| YTD | +28.7% | +35.6% | -6.9% | +4.9% |
| 1Y | -13.1% | +73.7% | -86.8% | -34.5% |
| All | -13.1% | +73.7% | -86.9% | -34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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