-23.3%
CRCL vs URI
+65.5%
-88.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.0% | -3.9% | -4.9% |
| 7D | -8.1% | +9.3% | -17.5% | -8.5% |
| 30D | -24.3% | +7.6% | -31.9% | -24.3% |
| 3M | -10.5% | +1.0% | -11.5% | -10.8% |
| 6M | -48.4% | +19.8% | -68.2% | -48.5% |
| YTD | -19.5% | +41.9% | -61.4% | -23.2% |
| 1Y | -26.0% | +33.4% | -59.4% | -28.7% |
| All | -23.3% | +65.5% | -88.8% | +50.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling