+15.6%
CRCL vs USAR
+61.0%
-45.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.3% | -6.0% | -5.8% |
| 7D | +7.5% | +2.3% | +5.2% | +6.9% |
| 30D | +44.3% | -8.6% | +52.9% | +46.4% |
| 3M | +16.5% | -20.5% | +37.0% | +20.5% |
| 6M | -5.6% | +1.2% | -6.8% | -8.4% |
| YTD | +21.3% | +48.4% | -27.1% | +7.6% |
| 1Y | -14.5% | +30.6% | -45.1% | -20.8% |
| All | +15.6% | +61.0% | -45.4% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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