+11.7%
CRCL vs USFD
+26.1%
-14.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.5% | +2.2% | -3.0% |
| 7D | +4.9% | -7.0% | +11.9% | +5.3% |
| 30D | +38.7% | -10.3% | +49.0% | +39.4% |
| 3M | +14.7% | +9.2% | +5.5% | +13.9% |
| 6M | -16.9% | +7.4% | -24.3% | -16.7% |
| YTD | +17.3% | +29.4% | -12.1% | -0.8% |
| 1Y | -21.2% | +24.8% | -46.0% | -29.2% |
| All | +11.7% | +26.1% | -14.3% | +22.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling