+8.5%
CRCL vs TAP
-22.3%
+30.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.9% |
| 7D | -12.5% | -5.3% | -7.3% | -15.0% |
| 30D | +26.9% | -7.4% | +34.3% | +22.0% |
| 3M | +14.4% | -4.9% | +19.3% | +12.0% |
| 6M | -23.5% | -14.2% | -9.3% | -27.9% |
| YTD | +13.9% | -14.8% | +28.7% | +3.6% |
| 1Y | -20.6% | -18.1% | -2.5% | -30.6% |
| All | +8.5% | -22.3% | +30.9% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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