+11.7%
CRCL vs SN
+93.5%
-81.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.3% | 0.0% | -2.8% |
| 7D | +4.9% | -3.4% | +8.3% | +5.5% |
| 30D | +38.7% | -9.1% | +47.7% | +41.1% |
| 3M | +14.7% | +31.8% | -17.1% | +10.2% |
| 6M | -16.9% | +52.0% | -68.9% | -22.7% |
| YTD | +17.3% | +51.3% | -34.0% | +8.7% |
| 1Y | -21.2% | +46.9% | -68.0% | -26.8% |
| All | +11.7% | +93.5% | -81.8% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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