-23.3%
CRCL vs USB
+45.3%
-68.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.4% | -4.5% | -4.7% |
| 7D | -8.1% | +1.2% | -9.4% | -8.7% |
| 30D | -24.3% | +6.3% | -30.6% | -26.4% |
| 3M | -10.5% | -6.1% | -4.3% | -8.0% |
| 6M | -48.4% | +13.0% | -61.4% | -52.2% |
| YTD | -19.5% | +16.6% | -36.1% | -28.6% |
| 1Y | -26.0% | +31.1% | -57.2% | -41.5% |
| All | -23.3% | +45.3% | -68.7% | -36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling