+33.6%
KO vs CRCL
-20.9%
+54.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.2% |
| 7D | -1.1% | -12.5% | +11.4% | -1.4% |
| 30D | +1.6% | +26.9% | -25.4% | +2.3% |
| 3M | +5.8% | +14.4% | -8.7% | +6.3% |
| 6M | +14.3% | -23.5% | +37.8% | +14.2% |
| YTD | +27.3% | +13.9% | +13.4% | +29.5% |
| All | +33.6% | -20.9% | +54.5% | +32.7% |
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