-18.4%
CRCL vs USB
+42.9%
-61.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.0% |
| 7D | -6.4% | 0.0% | -6.4% | -6.3% |
| 30D | -16.0% | +5.8% | -21.9% | -18.2% |
| 3M | +7.3% | -6.0% | +13.2% | +10.2% |
| 6M | -44.3% | +7.8% | -52.0% | -47.0% |
| YTD | -14.4% | +14.6% | -29.0% | -23.3% |
| 1Y | -32.1% | +31.8% | -63.9% | -47.1% |
| All | -18.4% | +42.9% | -61.3% | -31.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling