-38.5%
CRCL vs Z
-58.6%
+20.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -10.6% | +1.9% | -4.1% |
| 7D | -13.1% | -2.3% | -10.9% | -12.5% |
| 30D | -17.4% | +9.4% | -26.8% | -21.6% |
| 3M | +9.8% | -16.1% | +25.9% | +17.3% |
| 6M | -39.2% | -30.4% | -8.7% | -28.2% |
| YTD | -12.4% | -55.6% | +43.2% | +39.1% |
| 1Y | -38.5% | -58.5% | +20.0% | +6.2% |
| All | -38.5% | -58.6% | +20.1% | +6.2% |
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