-38.5%
CRCL vs YUM
+9.8%
-48.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -0.1% | -8.6% | -8.7% |
| 7D | -13.1% | +7.5% | -20.6% | -12.8% |
| 30D | -17.4% | +18.8% | -36.2% | -16.4% |
| 3M | +9.8% | +9.6% | +0.2% | +7.9% |
| 6M | -39.2% | +9.0% | -48.2% | -39.3% |
| YTD | -12.4% | +11.4% | -23.8% | -15.5% |
| 1Y | -38.5% | +13.3% | -51.9% | -41.6% |
| All | -38.5% | +9.8% | -48.3% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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