+8.9%
CRCL vs UPS
+10.3%
-1.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | -11.2% | -2.0% | -9.3% | -11.4% |
| 30D | +27.1% | -2.0% | +29.1% | +26.8% |
| 3M | +9.6% | -6.2% | +15.9% | +8.6% |
| 6M | -19.7% | +2.8% | -22.5% | -20.1% |
| YTD | +14.2% | +5.9% | +8.4% | +9.2% |
| 1Y | -32.2% | +26.2% | -58.5% | -38.4% |
| All | +8.9% | +10.3% | -1.4% | +8.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling