+8.5%
CRCL vs TRU
-11.5%
+20.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.7% | -2.8% |
| 7D | -12.5% | -9.4% | -3.1% | -9.0% |
| 30D | +26.9% | -4.1% | +31.0% | +29.4% |
| 3M | +14.4% | +13.6% | +0.8% | +7.5% |
| 6M | -23.5% | +3.6% | -27.1% | -25.4% |
| YTD | +13.9% | -9.8% | +23.7% | +15.1% |
| 1Y | -20.6% | -13.6% | -6.9% | -16.4% |
| All | +8.5% | -11.5% | +20.0% | +31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling