+8.9%
CRCL vs XBI
+90.6%
-81.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | -11.2% | -4.6% | -6.6% | -6.9% |
| 30D | +27.1% | -2.0% | +29.1% | +29.4% |
| 3M | +9.6% | +17.8% | -8.1% | -7.7% |
| 6M | -19.7% | +23.7% | -43.4% | -34.7% |
| YTD | +14.2% | +28.2% | -14.0% | -11.6% |
| 1Y | -32.2% | +64.0% | -96.2% | -58.7% |
| All | +8.9% | +90.6% | -81.7% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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