-13.1%
CRCL vs UPS
+27.3%
-40.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | 0.0% | -1.4% |
| 7D | +17.1% | -2.9% | +20.0% | +16.5% |
| 30D | +61.3% | -3.5% | +64.8% | +59.9% |
| 3M | +12.7% | -5.7% | +18.4% | +10.7% |
| 6M | -3.1% | -4.4% | +1.3% | -3.0% |
| YTD | +28.7% | +8.0% | +20.7% | +17.8% |
| 1Y | -13.1% | +29.0% | -42.2% | -33.8% |
| All | -13.1% | +27.3% | -40.4% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 1y: compounded portfolio wealth divided by compounded UPS 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…
1y analysis · Full analysis span regression · 6 months rolling