+8.9%
CRCL vs SONY
-9.7%
+18.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.1% |
| 7D | -11.2% | -2.7% | -8.5% | -10.5% |
| 30D | +27.1% | +1.5% | +25.6% | +26.4% |
| 3M | +9.6% | +13.0% | -3.4% | +5.2% |
| 6M | -19.7% | +11.2% | -30.9% | -23.0% |
| YTD | +14.2% | -6.6% | +20.9% | +9.2% |
| 1Y | -32.2% | -18.1% | -14.1% | -34.4% |
| All | +8.9% | -9.7% | +18.6% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 all: compounded portfolio wealth divided by compounded SONY 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…
all analysis · Full analysis span regression · 6 months rolling