-32.2%
CRCL vs USFD
+22.2%
-54.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.1% | +0.2% |
| 7D | -11.2% | -8.4% | -2.9% | -12.3% |
| 30D | +27.1% | -14.1% | +41.2% | +24.4% |
| 3M | +9.6% | +4.5% | +5.1% | +11.1% |
| 6M | -19.7% | +4.4% | -24.1% | -17.6% |
| YTD | +14.2% | +26.6% | -12.3% | +7.5% |
| 1Y | -32.2% | +19.4% | -51.6% | -33.3% |
| All | -32.2% | +22.2% | -54.5% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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