+8.9%
CRCL vs SYF
+34.1%
-25.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | -0.3% |
| 7D | -11.2% | -4.9% | -6.3% | -7.4% |
| 30D | +27.1% | -4.3% | +31.4% | +31.7% |
| 3M | +9.6% | +5.5% | +4.1% | +4.0% |
| 6M | -19.7% | +17.5% | -37.2% | -33.8% |
| YTD | +14.2% | -7.8% | +22.0% | +22.0% |
| 1Y | -32.2% | +1.6% | -33.9% | -36.1% |
| All | +8.9% | +34.1% | -25.3% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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