+8.5%
CRCL vs SBAC
-18.8%
+27.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.8% | 0.0% | -2.5% |
| 7D | -12.5% | -5.3% | -7.2% | -11.9% |
| 30D | +26.9% | +0.4% | +26.5% | +27.1% |
| 3M | +14.4% | -11.9% | +26.3% | +15.7% |
| 6M | -23.5% | -4.5% | -19.0% | -23.4% |
| YTD | +13.9% | -4.3% | +18.2% | +12.2% |
| 1Y | -20.6% | -3.9% | -16.7% | -21.4% |
| All | +8.5% | -18.8% | +27.4% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling