+22.6%
CRCL vs URI
+46.4%
-23.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.8% | -1.1% |
| 7D | +17.1% | -2.0% | +19.1% | +17.0% |
| 30D | +61.3% | -12.9% | +74.2% | +60.4% |
| 3M | +12.7% | -6.7% | +19.4% | +12.8% |
| 6M | -3.1% | +19.0% | -22.1% | -3.5% |
| YTD | +28.7% | +25.5% | +3.2% | +22.8% |
| 1Y | -13.1% | +5.5% | -18.7% | -16.2% |
| All | +22.6% | +46.4% | -23.8% | +140.0% |
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