+8.9%
CRCL vs XRT
+11.1%
-2.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.6% |
| 7D | -11.2% | -3.2% | -8.0% | -9.2% |
| 30D | +27.1% | -4.5% | +31.6% | +30.9% |
| 3M | +9.6% | -3.1% | +12.7% | +11.2% |
| 6M | -19.7% | +4.2% | -23.9% | -25.0% |
| YTD | +14.2% | -0.1% | +14.4% | +11.5% |
| 1Y | -32.2% | -3.0% | -29.2% | -31.9% |
| All | +8.9% | +11.1% | -2.3% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 10y: compounded portfolio wealth divided by compounded XRT 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…
10y analysis · Full analysis span regression · 6 months rolling