+26.2%
RSP vs CRCL
+47.9%
-21.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.7% | -0.5% |
| 7D | -0.8% | +17.1% | -17.9% | -1.2% |
| 30D | -0.3% | +61.3% | -61.6% | -1.5% |
| 3M | +4.3% | +12.7% | -8.4% | +3.8% |
| 6M | +8.8% | -3.1% | +11.9% | +8.3% |
| YTD | +15.3% | +28.7% | -13.4% | +13.6% |
| 1Y | +18.3% | -13.1% | +31.4% | +17.4% |
| All | +26.2% | +47.9% | -21.7% | +26.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling