+8.9%
CRCL vs TRV
+41.4%
-32.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | +0.5% |
| 7D | -11.2% | +1.9% | -13.2% | -11.0% |
| 30D | +27.1% | +1.7% | +25.4% | +27.3% |
| 3M | +9.6% | +23.9% | -14.2% | +11.9% |
| 6M | -19.7% | +26.3% | -46.0% | -17.9% |
| YTD | +14.2% | +30.8% | -16.6% | +15.6% |
| 1Y | -32.2% | +36.3% | -68.6% | -33.3% |
| All | +8.9% | +41.4% | -32.5% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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