-31.6%
CRCL vs USB
+36.4%
-68.0%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | +0.6% |
| 7D | -6.8% | +2.4% | -9.2% | -7.4% |
| 30D | -8.6% | +6.6% | -15.2% | -10.3% |
| 3M | +20.3% | -4.1% | +24.4% | +20.9% |
| 6M | -36.3% | +12.5% | -48.8% | -39.1% |
| YTD | -4.0% | +17.6% | -21.6% | -12.1% |
| 1Y | -31.6% | +36.5% | -68.1% | -49.4% |
| All | -31.6% | +36.4% | -68.0% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 1y: compounded portfolio wealth divided by compounded USB 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…
1y analysis · Full analysis span regression · 6 months rolling