-32.2%
CRCL vs UPS
+29.6%
-61.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.4% |
| 7D | -11.2% | -2.0% | -9.3% | -11.6% |
| 30D | +27.1% | -2.0% | +29.1% | +26.6% |
| 3M | +9.6% | -6.2% | +15.9% | +8.1% |
| 6M | -19.7% | +2.8% | -22.5% | -20.0% |
| YTD | +14.2% | +5.9% | +8.4% | +4.8% |
| 1Y | -32.2% | +26.2% | -58.5% | -45.7% |
| All | -32.2% | +29.6% | -61.9% | -45.7% |
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