+8.9%
CRCL vs TRU
-10.6%
+19.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.1% |
| 7D | -11.2% | -2.7% | -8.5% | -10.2% |
| 30D | +27.1% | -2.0% | +29.1% | +28.5% |
| 3M | +9.6% | +18.4% | -8.8% | +1.2% |
| 6M | -19.7% | +8.9% | -28.5% | -23.5% |
| YTD | +14.2% | -8.9% | +23.2% | +15.0% |
| 1Y | -32.2% | -15.9% | -16.4% | -27.7% |
| All | +8.9% | -10.6% | +19.5% | +30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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