+8.9%
CRCL vs SBAC
-17.0%
+25.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | 0.0% |
| 7D | -11.2% | -2.1% | -9.1% | -11.0% |
| 30D | +27.1% | +2.0% | +25.1% | +27.0% |
| 3M | +9.6% | -8.3% | +17.9% | +10.3% |
| 6M | -19.7% | +0.3% | -20.0% | -20.2% |
| YTD | +14.2% | -2.2% | +16.5% | +12.2% |
| 1Y | -32.2% | -4.6% | -27.6% | -31.7% |
| All | +8.9% | -17.0% | +25.9% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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