+15.6%
CRCL vs Z
-53.9%
+69.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -6.4% | +0.7% | -3.0% |
| 7D | +7.5% | -3.3% | +10.7% | +9.2% |
| 30D | +44.3% | -3.7% | +48.0% | +46.6% |
| 3M | +16.5% | -7.0% | +23.5% | +18.8% |
| 6M | -5.6% | -29.5% | +23.9% | +8.9% |
| YTD | +21.3% | -52.6% | +73.9% | +71.1% |
| 1Y | -14.5% | -64.0% | +49.5% | +30.3% |
| All | +15.6% | -53.9% | +69.5% | +92.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling