-32.2%
CRCL vs Z
-62.2%
+29.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.0% | -3.7% | -1.6% |
| 7D | -11.2% | -6.0% | -5.2% | -8.6% |
| 30D | +27.1% | -2.3% | +29.4% | +28.4% |
| 3M | +9.6% | -0.6% | +10.3% | +8.3% |
| 6M | -19.7% | -27.6% | +7.9% | -7.0% |
| YTD | +14.2% | -52.4% | +66.6% | +72.0% |
| 1Y | -32.2% | -63.6% | +31.4% | +26.7% |
| All | -32.2% | -62.2% | +29.9% | +26.7% |
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