+8.9%
CRCL vs STZ
-27.5%
+36.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | -0.1% |
| 7D | -11.2% | -4.5% | -6.7% | -12.7% |
| 30D | +27.1% | -8.6% | +35.7% | +22.9% |
| 3M | +9.6% | -13.8% | +23.4% | +4.2% |
| 6M | -19.7% | -17.2% | -2.5% | -24.1% |
| YTD | +14.2% | -9.4% | +23.6% | +2.2% |
| 1Y | -32.2% | -11.9% | -20.4% | -39.9% |
| All | +8.9% | -27.5% | +36.3% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling