+8.9%
CRCL vs XME
+75.6%
-66.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +1.0% |
| 7D | -11.2% | -4.2% | -7.0% | -8.4% |
| 30D | +27.1% | -2.7% | +29.8% | +29.7% |
| 3M | +9.6% | -3.9% | +13.6% | +12.5% |
| 6M | -19.7% | -1.0% | -18.7% | -18.7% |
| YTD | +14.2% | +9.8% | +4.4% | +6.5% |
| 1Y | -32.2% | +32.5% | -64.8% | -40.2% |
| All | +8.9% | +75.6% | -66.8% | +7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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