+8.5%
CRCL vs SYY
+17.4%
-8.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -2.9% |
| 7D | -12.5% | +1.5% | -14.0% | -12.5% |
| 30D | +26.9% | -2.3% | +29.2% | +27.1% |
| 3M | +14.4% | +5.5% | +8.9% | +13.8% |
| 6M | -23.5% | -1.0% | -22.6% | -23.6% |
| YTD | +13.9% | +14.1% | -0.2% | +7.8% |
| 1Y | -20.6% | +5.6% | -26.1% | -21.0% |
| All | +8.5% | +17.4% | -8.9% | +10.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling