+8.9%
CRCL vs UL
-9.2%
+18.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.6% |
| 7D | -11.2% | -3.4% | -7.8% | -12.7% |
| 30D | +27.1% | +0.5% | +26.6% | +27.3% |
| 3M | +9.6% | +7.2% | +2.4% | +14.9% |
| 6M | -19.7% | -3.1% | -16.6% | -20.3% |
| YTD | +14.2% | -2.7% | +17.0% | +7.9% |
| 1Y | -32.2% | -10.2% | -22.0% | -38.3% |
| All | +8.9% | -9.2% | +18.1% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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