+8.9%
CRCL vs SAN
+91.7%
-82.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -1.9% | -1.0% |
| 7D | -11.2% | +0.2% | -11.4% | -11.3% |
| 30D | +27.1% | +0.9% | +26.2% | +26.5% |
| 3M | +9.6% | +19.1% | -9.5% | -0.3% |
| 6M | -19.7% | +33.2% | -52.9% | -31.8% |
| YTD | +14.2% | +29.1% | -14.9% | +0.3% |
| 1Y | -32.2% | +50.2% | -82.5% | -44.3% |
| All | +8.9% | +91.7% | -82.8% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 10y: compounded portfolio wealth divided by compounded SAN 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…
10y analysis · Full analysis span regression · 6 months rolling