+8.5%
CRCL vs WAT
+13.6%
-5.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.9% |
| 7D | -12.5% | -2.9% | -9.6% | -12.6% |
| 30D | +26.9% | -3.2% | +30.1% | +26.7% |
| 3M | +14.4% | +10.6% | +3.8% | +15.5% |
| 6M | -23.5% | +34.0% | -57.6% | -21.0% |
| YTD | +13.9% | +5.7% | +8.2% | +16.2% |
| 1Y | -20.6% | +37.1% | -57.6% | -18.8% |
| All | +8.5% | +13.6% | -5.1% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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