+11.7%
CRCL vs URI
+49.2%
-37.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.7% | -3.3% |
| 7D | +4.9% | +5.0% | -0.1% | +5.0% |
| 30D | +38.7% | -9.4% | +48.1% | +38.1% |
| 3M | +14.7% | -5.8% | +20.5% | +14.8% |
| 6M | -16.9% | +25.8% | -42.7% | -18.0% |
| YTD | +17.3% | +27.9% | -10.6% | +11.9% |
| 1Y | -21.2% | +9.7% | -30.9% | -23.2% |
| All | +11.7% | +49.2% | -37.5% | +118.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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