-38.5%
CRCL vs XLY
-0.8%
-37.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -3.8% | -4.9% | -3.7% |
| 7D | -13.1% | +1.2% | -14.4% | -14.4% |
| 30D | -17.4% | +5.3% | -22.7% | -22.8% |
| 3M | +9.8% | -0.6% | +10.4% | +10.7% |
| 6M | -39.2% | +0.1% | -39.2% | -38.9% |
| YTD | -12.4% | -0.9% | -11.5% | -10.5% |
| 1Y | -38.5% | -1.6% | -36.9% | -35.9% |
| All | -38.5% | -0.8% | -37.7% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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