+8.9%
CRCL vs SE
-37.5%
+46.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.6% |
| 7D | -11.2% | -5.2% | -6.0% | -10.1% |
| 30D | +27.1% | -17.1% | +44.2% | +32.5% |
| 3M | +9.6% | +24.0% | -14.3% | +4.1% |
| 6M | -19.7% | +21.0% | -40.7% | -23.7% |
| YTD | +14.2% | -16.7% | +31.0% | +19.0% |
| 1Y | -32.2% | -45.9% | +13.7% | -23.7% |
| All | +8.9% | -37.5% | +46.3% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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