-38.5%
CRCL vs SCHW
+0.2%
-38.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.8% | -7.9% | -8.2% |
| 7D | -13.1% | +3.5% | -16.6% | -14.7% |
| 30D | -17.4% | -4.4% | -13.1% | -15.5% |
| 3M | +9.8% | -14.0% | +23.8% | +18.9% |
| 6M | -39.2% | +0.8% | -40.0% | -40.3% |
| YTD | -12.4% | -6.4% | -6.0% | -13.1% |
| 1Y | -38.5% | +0.1% | -38.6% | -45.2% |
| All | -38.5% | +0.2% | -38.8% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 1y: compounded portfolio wealth divided by compounded SCHW 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…
1y analysis · Full analysis span regression · 6 months rolling