+8.9%
CRCL vs SYY
+18.7%
-9.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | +0.3% |
| 7D | -11.2% | +3.9% | -15.2% | -11.3% |
| 30D | +27.1% | -1.7% | +28.9% | +27.3% |
| 3M | +9.6% | +5.2% | +4.5% | +9.2% |
| 6M | -19.7% | -0.2% | -19.5% | -19.8% |
| YTD | +14.2% | +15.4% | -1.1% | +8.1% |
| 1Y | -32.2% | +5.6% | -37.8% | -31.9% |
| All | +8.9% | +18.7% | -9.8% | +10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling