-32.2%
CRCL vs SPGI
-19.0%
-13.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -11.2% | -7.4% | -3.8% | -8.0% |
| 30D | +27.1% | +0.4% | +26.7% | +27.5% |
| 3M | +9.6% | +5.3% | +4.4% | +6.6% |
| 6M | -19.7% | +1.7% | -21.4% | -20.4% |
| YTD | +14.2% | -16.4% | +30.6% | +18.2% |
| 1Y | -32.2% | -20.5% | -11.7% | -33.7% |
| All | -32.2% | -19.0% | -13.2% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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