+8.9%
CRCL vs VIK
+80.1%
-71.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | -0.2% |
| 7D | -11.2% | -0.9% | -10.3% | -10.9% |
| 30D | +27.1% | -18.4% | +45.5% | +38.1% |
| 3M | +9.6% | -8.8% | +18.4% | +12.8% |
| 6M | -19.7% | +17.1% | -36.8% | -29.1% |
| YTD | +14.2% | +19.0% | -4.8% | -0.6% |
| 1Y | -32.2% | +30.1% | -62.4% | -43.9% |
| All | +8.9% | +80.1% | -71.2% | -18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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