-32.2%
CRCL vs XHB
-14.9%
-17.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | 0.0% |
| 7D | -11.2% | -4.6% | -6.6% | -10.3% |
| 30D | +27.1% | -9.1% | +36.2% | +29.2% |
| 3M | +9.6% | -8.6% | +18.2% | +11.2% |
| 6M | -19.7% | -4.0% | -15.7% | -19.9% |
| YTD | +14.2% | -3.9% | +18.2% | +5.5% |
| 1Y | -32.2% | -16.5% | -15.8% | -24.2% |
| All | -32.2% | -14.9% | -17.4% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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