-31.6%
CRCL vs XYZ
+19.9%
-51.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +15.3% | -14.1% | -7.7% |
| 7D | -6.8% | +16.5% | -23.4% | -15.7% |
| 30D | -8.6% | +15.0% | -23.6% | -16.3% |
| 3M | +20.3% | +3.5% | +16.8% | +17.4% |
| 6M | -36.3% | +21.9% | -58.2% | -43.0% |
| YTD | -4.0% | +34.6% | -38.6% | -20.7% |
| 1Y | -31.6% | +20.7% | -52.3% | -42.8% |
| All | -31.6% | +19.9% | -51.4% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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