+23.8%
RSP vs CRCL
+31.3%
-7.5%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.8% |
| 7D | -1.9% | -11.2% | +9.3% | -1.6% |
| 30D | -2.8% | +27.1% | -29.9% | -3.4% |
| 3M | +2.8% | +9.6% | -6.8% | +2.4% |
| 6M | +10.2% | -19.7% | +29.9% | +10.2% |
| YTD | +13.1% | +14.2% | -1.2% | +11.8% |
| 1Y | +14.8% | -32.2% | +47.0% | +14.4% |
| All | +23.8% | +31.3% | -7.5% | +24.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling