+15.6%
CRCL vs U
+63.4%
-47.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.6% | -8.4% | -6.6% |
| 7D | +7.5% | +4.5% | +3.0% | +6.0% |
| 30D | +44.3% | -0.6% | +44.8% | +44.3% |
| 3M | +16.5% | +48.4% | -31.9% | +1.1% |
| 6M | -5.6% | +115.4% | -121.0% | -27.7% |
| YTD | +21.3% | -3.2% | +24.5% | +12.3% |
| 1Y | -14.5% | -6.0% | -8.4% | -22.2% |
| All | +15.6% | +63.4% | -47.8% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded U 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling