+8.9%
CRCL vs SMR
-72.4%
+81.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -15.7% | +16.0% | +6.2% |
| 7D | -11.2% | -11.2% | 0.0% | -8.7% |
| 30D | +27.1% | -10.2% | +37.3% | +30.3% |
| 3M | +9.6% | -10.0% | +19.7% | +10.9% |
| 6M | -19.7% | -30.5% | +10.8% | -12.3% |
| YTD | +14.2% | -39.2% | +53.5% | +29.0% |
| 1Y | -32.2% | -75.5% | +43.3% | -0.2% |
| All | +8.9% | -72.4% | +81.3% | +60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling