-31.6%
CRCL vs SHEL
+43.6%
-75.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +1.6% |
| 7D | -6.8% | -3.2% | -3.7% | -6.3% |
| 30D | -8.6% | +5.5% | -14.2% | -10.3% |
| 3M | +20.3% | +14.4% | +6.0% | +14.2% |
| 6M | -36.3% | +16.2% | -52.5% | -39.4% |
| YTD | -4.0% | +42.4% | -46.4% | -27.8% |
| 1Y | -31.6% | +43.3% | -74.9% | -48.6% |
| All | -31.6% | +43.6% | -75.2% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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