+11.7%
CRCL vs ZETA
+131.5%
-119.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.7% |
| 7D | +4.9% | -0.1% | +5.0% | +5.3% |
| 30D | +38.7% | +10.5% | +28.2% | +32.1% |
| 3M | +14.7% | +44.3% | -29.6% | -6.6% |
| 6M | -16.9% | +59.4% | -76.3% | -37.5% |
| YTD | +17.3% | +49.5% | -32.2% | -10.0% |
| 1Y | -21.2% | +62.7% | -83.9% | -42.9% |
| All | +11.7% | +131.5% | -119.8% | -35.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling