+15.6%
CRCL vs USFD
+33.3%
-17.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.9% | -4.8% | -5.7% |
| 7D | +7.5% | -3.3% | +10.8% | +7.6% |
| 30D | +44.3% | -5.3% | +49.6% | +44.6% |
| 3M | +16.5% | +18.8% | -2.2% | +15.1% |
| 6M | -5.6% | +14.3% | -19.9% | -5.9% |
| YTD | +21.3% | +36.9% | -15.6% | +2.3% |
| 1Y | -14.5% | +31.7% | -46.2% | -23.1% |
| All | +15.6% | +33.3% | -17.8% | +25.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling