+8.9%
CRCL vs XLC
+11.1%
-2.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -1.1% |
| 7D | -11.2% | +0.5% | -11.7% | -11.9% |
| 30D | +27.1% | +2.1% | +25.0% | +22.6% |
| 3M | +9.6% | +0.7% | +9.0% | +8.0% |
| 6M | -19.7% | -3.2% | -16.5% | -14.3% |
| YTD | +14.2% | -3.8% | +18.0% | +23.4% |
| 1Y | -32.2% | -2.0% | -30.2% | -29.2% |
| All | +8.9% | +11.1% | -2.3% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 5y: compounded portfolio wealth divided by compounded XLC 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…
5y analysis · Full analysis span regression · 6 months rolling