-13.1%
CRCL vs SMR
-76.3%
+63.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | +17.1% | +4.4% | +12.7% | +15.0% |
| 30D | +61.3% | +3.4% | +57.9% | +59.0% |
| 3M | +12.7% | -19.2% | +31.9% | +21.4% |
| 6M | -3.1% | -22.6% | +19.6% | +3.8% |
| YTD | +28.7% | -31.5% | +60.2% | +41.7% |
| 1Y | -13.1% | -73.1% | +59.9% | +26.9% |
| All | -13.1% | -76.3% | +63.1% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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