+8.5%
CRCL vs URI
+43.4%
-34.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.9% | +1.0% | -2.9% |
| 7D | -12.5% | -0.5% | -12.0% | -12.5% |
| 30D | +26.9% | -13.4% | +40.3% | +26.3% |
| 3M | +14.4% | -6.2% | +20.6% | +14.4% |
| 6M | -23.5% | +28.0% | -51.5% | -25.6% |
| YTD | +13.9% | +23.0% | -9.1% | +8.6% |
| 1Y | -20.6% | +5.5% | -26.1% | -22.6% |
| All | +8.5% | +43.4% | -34.9% | +112.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling