+8.9%
CRCL vs U
+68.0%
-59.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.5% | -4.2% | -1.2% |
| 7D | -11.2% | +5.5% | -16.7% | -12.9% |
| 30D | +27.1% | -1.3% | +28.4% | +27.4% |
| 3M | +9.6% | +64.6% | -54.9% | -8.1% |
| 6M | -19.7% | +119.4% | -139.0% | -38.9% |
| YTD | +14.2% | -0.5% | +14.7% | +4.8% |
| 1Y | -32.2% | +1.3% | -33.5% | -39.0% |
| All | +8.9% | +68.0% | -59.1% | +25.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling