+8.9%
CRCL vs RIO
+80.2%
-71.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | 0.0% |
| 7D | -11.2% | -3.2% | -8.0% | -9.6% |
| 30D | +27.1% | +0.9% | +26.2% | +26.7% |
| 3M | +9.6% | -1.4% | +11.1% | +10.3% |
| 6M | -19.7% | +10.9% | -30.6% | -22.0% |
| YTD | +14.2% | +31.2% | -17.0% | +9.9% |
| 1Y | -32.2% | +67.9% | -100.1% | -31.6% |
| All | +8.9% | +80.2% | -71.4% | +22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling