-31.6%
CRCL vs SYY
+8.7%
-40.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.8% | -2.6% | +1.5% |
| 7D | -6.8% | -6.3% | -0.5% | -7.3% |
| 30D | -8.6% | +0.7% | -9.4% | -8.8% |
| 3M | +20.3% | -6.4% | +26.8% | +19.9% |
| 6M | -36.3% | +7.6% | -43.9% | -35.8% |
| YTD | -4.0% | +7.4% | -11.4% | -4.3% |
| 1Y | -31.6% | +8.3% | -39.9% | -32.3% |
| All | -31.6% | +8.7% | -40.3% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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