+8.5%
CRCL vs STZ
-26.7%
+35.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.9% | -4.7% | -2.2% |
| 7D | -12.5% | -4.1% | -8.4% | -13.9% |
| 30D | +26.9% | -7.6% | +34.5% | +23.2% |
| 3M | +14.4% | -12.3% | +26.7% | +9.4% |
| 6M | -23.5% | -16.3% | -7.2% | -27.5% |
| YTD | +13.9% | -8.4% | +22.2% | +2.3% |
| 1Y | -20.6% | -10.8% | -9.7% | -29.2% |
| All | +8.5% | -26.7% | +35.2% | -8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling