-18.8%
CRCL vs WM
+1.4%
-20.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.4% |
| 7D | -6.3% | -0.5% | -5.8% | -6.4% |
| 30D | -20.1% | +13.3% | -33.4% | -14.1% |
| 3M | +1.3% | +4.4% | -3.0% | +3.2% |
| 6M | -40.6% | +10.8% | -51.4% | -36.9% |
| YTD | -14.8% | +9.1% | -23.9% | -10.5% |
| 1Y | -34.5% | +19.1% | -53.6% | -31.3% |
| All | -18.8% | +1.4% | -20.3% | -9.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling