-35.1%
CRCL vs SW
+26.3%
-61.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -6.3% | +1.8% | -8.1% | -6.6% |
| 30D | -20.1% | +7.0% | -27.1% | -21.3% |
| 3M | +1.3% | -7.6% | +9.0% | +3.0% |
| 6M | -40.6% | +8.5% | -49.1% | -41.6% |
| YTD | -14.8% | +17.7% | -32.5% | -23.1% |
| All | -35.1% | +26.3% | -61.4% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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