+8.5%
CRCL vs S
+10.4%
-1.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.9% | -4.8% | -3.7% |
| 7D | -12.5% | +0.1% | -12.6% | -12.5% |
| 30D | +26.9% | -11.8% | +38.7% | +33.7% |
| 3M | +14.4% | +33.9% | -19.5% | -4.2% |
| 6M | -23.5% | +40.1% | -63.6% | -38.9% |
| YTD | +13.9% | +32.1% | -18.2% | -7.2% |
| 1Y | -20.6% | +11.0% | -31.6% | -28.9% |
| All | +8.5% | +10.4% | -1.8% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 5y: compounded portfolio wealth divided by compounded S 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…
5y analysis · Full analysis span regression · 6 months rolling