-19.4%
CRCL vs WM
+3.0%
-22.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.2% | +2.1% | +4.0% |
| 7D | -11.8% | +0.8% | -12.6% | -11.4% |
| 30D | -20.0% | +13.8% | -33.8% | -13.8% |
| 3M | -5.7% | +6.4% | -12.1% | -2.9% |
| 6M | -49.1% | +13.2% | -62.3% | -45.4% |
| YTD | -15.4% | +10.8% | -26.1% | -10.3% |
| 1Y | -31.7% | +20.2% | -51.9% | -27.7% |
| All | -19.4% | +3.0% | -22.4% | -9.0% |
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