-38.5%
CRCL vs XLRE
+11.7%
-50.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -1.8% | -6.9% | -7.1% |
| 7D | -13.1% | +2.9% | -16.0% | -15.1% |
| 30D | -17.4% | +7.8% | -25.2% | -22.7% |
| 3M | +9.8% | -1.2% | +11.0% | +10.5% |
| 6M | -39.2% | +2.0% | -41.2% | -41.0% |
| YTD | -12.4% | +12.4% | -24.8% | -30.3% |
| 1Y | -38.5% | +12.1% | -50.6% | -50.3% |
| All | -38.5% | +11.7% | -50.2% | -50.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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