+8.9%
CRCL vs TRMB
-19.7%
+28.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.9% |
| 7D | -11.2% | -3.0% | -8.2% | -8.8% |
| 30D | +27.1% | +2.3% | +24.8% | +24.9% |
| 3M | +9.6% | +15.3% | -5.7% | -5.8% |
| 6M | -19.7% | -14.7% | -5.0% | -3.9% |
| YTD | +14.2% | -26.4% | +40.7% | +63.5% |
| 1Y | -32.2% | -30.4% | -1.8% | +5.3% |
| All | +8.9% | -19.7% | +28.6% | +135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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