+8.9%
CRCL vs TFC
+34.3%
-25.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -11.2% | -2.4% | -8.8% | -10.3% |
| 30D | +27.1% | -3.4% | +30.5% | +28.6% |
| 3M | +9.6% | +0.4% | +9.2% | +8.2% |
| 6M | -19.7% | +12.7% | -32.4% | -30.6% |
| YTD | +14.2% | +5.6% | +8.7% | +4.5% |
| 1Y | -32.2% | +16.0% | -48.3% | -44.7% |
| All | +8.9% | +34.3% | -25.5% | -26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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