+7.1%
CRM vs CRCL
-13.3%
+20.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.8% | -1.8% |
| 7D | +1.3% | +17.1% | -15.8% | -0.7% |
| 30D | +34.3% | +61.3% | -26.9% | +27.4% |
| 3M | +37.7% | +12.7% | +25.0% | +34.7% |
| 6M | +34.9% | -3.1% | +38.0% | +31.8% |
| YTD | -1.6% | +28.7% | -30.3% | -8.7% |
| 1Y | +7.1% | -13.1% | +20.3% | +2.8% |
| All | +7.1% | -13.3% | +20.4% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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