-23.3%
CRCL vs SUI
-0.5%
-22.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.8% |
| 7D | -8.1% | -3.8% | -4.3% | -7.7% |
| 30D | -24.3% | +3.9% | -28.2% | -25.0% |
| 3M | -10.5% | +0.2% | -10.7% | -10.9% |
| 6M | -48.4% | -4.2% | -44.2% | -48.3% |
| YTD | -19.5% | -2.5% | -17.0% | -19.1% |
| 1Y | -26.0% | -4.0% | -22.0% | -25.1% |
| All | -23.3% | -0.5% | -22.8% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 5y: compounded portfolio wealth divided by compounded SUI 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…
5y analysis · Full analysis span regression · 6 months rolling