-13.1%
CRCL vs Z
-58.8%
+45.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.1% |
| 7D | +17.1% | -3.0% | +20.1% | +18.8% |
| 30D | +61.3% | -4.2% | +65.5% | +63.7% |
| 3M | +12.7% | -3.7% | +16.4% | +13.6% |
| 6M | -3.1% | -24.5% | +21.5% | +10.5% |
| YTD | +28.7% | -49.3% | +78.0% | +89.8% |
| 1Y | -13.1% | -58.7% | +45.5% | +52.8% |
| All | -13.1% | -58.8% | +45.7% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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