-25.3%
CRCL vs SPGI
-2.1%
-23.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -3.2% |
| 7D | -8.4% | +1.2% | -9.6% | -9.0% |
| 30D | -21.8% | +15.9% | -37.7% | -28.3% |
| 3M | -17.5% | +12.3% | -29.8% | -22.7% |
| 6M | -50.9% | +23.7% | -74.6% | -56.9% |
| YTD | -21.6% | -3.5% | -18.0% | -22.1% |
| 1Y | -24.5% | +0.4% | -24.9% | -26.6% |
| All | -25.3% | -2.1% | -23.1% | -25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling