+8.9%
CRCL vs TXT
+8.5%
+0.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | +0.2% |
| 7D | -11.2% | +2.4% | -13.7% | -11.3% |
| 30D | +27.1% | -8.9% | +36.0% | +28.1% |
| 3M | +9.6% | -13.6% | +23.2% | +11.3% |
| 6M | -19.7% | -13.1% | -6.6% | -18.6% |
| YTD | +14.2% | -7.0% | +21.3% | +9.3% |
| 1Y | -32.2% | -1.4% | -30.8% | -37.6% |
| All | +8.9% | +8.5% | +0.4% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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