+8.5%
CRCL vs UAL
+31.2%
-22.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.6% |
| 7D | -12.5% | -2.0% | -10.5% | -11.8% |
| 30D | +26.9% | -15.7% | +42.6% | +35.5% |
| 3M | +14.4% | +3.6% | +10.8% | +11.1% |
| 6M | -23.5% | +16.9% | -40.4% | -31.4% |
| YTD | +13.9% | -4.8% | +18.7% | +13.5% |
| 1Y | -20.6% | -0.9% | -19.6% | -23.1% |
| All | +8.5% | +31.2% | -22.7% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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