+11.7%
CRCL vs WM
-7.6%
+19.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.7% |
| 7D | +4.9% | -1.2% | +6.1% | +3.9% |
| 30D | +38.7% | -4.5% | +43.2% | +34.5% |
| 3M | +14.7% | -2.2% | +16.9% | +13.4% |
| 6M | -16.9% | -11.5% | -5.4% | -17.7% |
| YTD | +17.3% | -0.7% | +17.9% | +16.9% |
| 1Y | -21.2% | +0.3% | -21.5% | -19.5% |
| All | +11.7% | -7.6% | +19.4% | +18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling