-19.4%
CRCL vs USB
+45.9%
-65.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.3% |
| 7D | -11.8% | -0.5% | -11.3% | -11.5% |
| 30D | -20.0% | +5.7% | -25.7% | -22.1% |
| 3M | -5.7% | -4.7% | -1.0% | -3.8% |
| 6M | -49.1% | +13.4% | -62.5% | -53.0% |
| YTD | -15.4% | +17.0% | -32.4% | -25.0% |
| 1Y | -31.7% | +32.4% | -64.1% | -46.5% |
| All | -19.4% | +45.9% | -65.3% | -33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling