+15.6%
CRCL vs WAT
+14.0%
+1.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.6% | -4.2% | -5.8% |
| 7D | +7.5% | -0.7% | +8.2% | +7.5% |
| 30D | +44.3% | -1.0% | +45.2% | +44.2% |
| 3M | +16.5% | +10.9% | +5.6% | +17.6% |
| 6M | -5.6% | +33.2% | -38.8% | -2.6% |
| YTD | +21.3% | +6.1% | +15.2% | +23.7% |
| 1Y | -14.5% | +30.2% | -44.7% | -13.5% |
| All | +15.6% | +14.0% | +1.6% | +14.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling