+8.9%
CRCL vs WTW
+3.5%
+5.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -11.2% | -5.7% | -5.5% | -10.5% |
| 30D | +27.1% | -7.3% | +34.4% | +28.2% |
| 3M | +9.6% | +21.5% | -11.8% | +7.3% |
| 6M | -19.7% | +9.6% | -29.3% | -18.9% |
| YTD | +14.2% | -3.3% | +17.5% | +18.1% |
| 1Y | -32.2% | -6.1% | -26.1% | -28.2% |
| All | +8.9% | +3.5% | +5.3% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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