+8.9%
CRCL vs ZETA
+129.7%
-120.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.6% | +1.0% |
| 7D | -11.2% | -3.7% | -7.5% | -9.4% |
| 30D | +27.1% | +5.7% | +21.4% | +23.8% |
| 3M | +9.6% | +50.4% | -40.8% | -12.7% |
| 6M | -19.7% | +65.5% | -85.1% | -40.9% |
| YTD | +14.2% | +48.3% | -34.1% | -12.0% |
| 1Y | -32.2% | +45.4% | -77.6% | -47.7% |
| All | +8.9% | +129.7% | -120.8% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 5y: compounded portfolio wealth divided by compounded ZETA 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…
5y analysis · Full analysis span regression · 6 months rolling