+8.9%
CRCL vs WEC
+4.3%
+4.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -11.2% | -0.6% | -10.6% | -11.4% |
| 30D | +27.1% | -2.6% | +29.7% | +25.4% |
| 3M | +9.6% | -6.0% | +15.7% | +7.3% |
| 6M | -19.7% | -5.4% | -14.3% | -21.7% |
| YTD | +14.2% | +2.5% | +11.8% | +9.9% |
| 1Y | -32.2% | -0.7% | -31.5% | -32.6% |
| All | +8.9% | +4.3% | +4.6% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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