+15.6%
CRCL vs WM
-7.1%
+22.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -6.1% |
| 7D | +7.5% | -0.9% | +8.4% | +6.7% |
| 30D | +44.3% | -4.3% | +48.6% | +40.0% |
| 3M | +16.5% | +0.8% | +15.8% | +17.1% |
| 6M | -5.6% | -10.8% | +5.1% | -6.2% |
| YTD | +21.3% | -0.1% | +21.3% | +21.5% |
| 1Y | -14.5% | +1.0% | -15.5% | -12.3% |
| All | +15.6% | -7.1% | +22.6% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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