+22.6%
CRCL vs UAL
+37.2%
-14.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -2.1% |
| 7D | +17.1% | +0.7% | +16.4% | +16.7% |
| 30D | +61.3% | -16.1% | +77.4% | +72.4% |
| 3M | +12.7% | +6.1% | +6.6% | +8.2% |
| 6M | -3.1% | +10.8% | -13.9% | -9.9% |
| YTD | +28.7% | -0.4% | +29.1% | +26.0% |
| 1Y | -13.1% | +5.0% | -18.2% | -18.0% |
| All | +22.6% | +37.2% | -14.6% | +7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling