+22.6%
CRCL vs WM
-6.5%
+29.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -2.0% |
| 7D | +17.1% | -0.3% | +17.4% | +16.8% |
| 30D | +61.3% | -2.4% | +63.6% | +58.7% |
| 3M | +12.7% | +0.4% | +12.3% | +13.3% |
| 6M | -3.1% | -9.5% | +6.4% | -3.3% |
| YTD | +28.7% | +0.5% | +28.2% | +29.4% |
| 1Y | -13.1% | -1.1% | -12.1% | -9.7% |
| All | +22.6% | -6.5% | +29.1% | +31.2% |
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