+8.5%
CRCL vs TRV
+38.5%
-30.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -2.8% |
| 7D | -12.5% | -1.5% | -11.0% | -12.7% |
| 30D | +26.9% | -1.8% | +28.7% | +26.6% |
| 3M | +14.4% | +21.6% | -7.1% | +16.5% |
| 6M | -23.5% | +22.5% | -46.0% | -21.9% |
| YTD | +13.9% | +28.1% | -14.3% | +15.0% |
| 1Y | -20.6% | +37.0% | -57.6% | -23.7% |
| All | +8.5% | +38.5% | -30.0% | +8.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling