-32.2%
CRCL vs WSM
+12.7%
-44.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | 0.0% |
| 7D | -11.2% | -0.5% | -10.7% | -11.1% |
| 30D | +27.1% | -7.7% | +34.8% | +30.2% |
| 3M | +9.6% | +3.8% | +5.9% | +7.7% |
| 6M | -19.7% | +22.7% | -42.4% | -27.3% |
| YTD | +14.2% | +28.0% | -13.8% | -1.6% |
| 1Y | -32.2% | +12.7% | -45.0% | -37.8% |
| All | -32.2% | +12.7% | -44.9% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling