-0.7%
T vs CRCL
+31.3%
-32.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +2.0% |
| 7D | +1.5% | -11.2% | +12.7% | +1.4% |
| 30D | +7.5% | +27.1% | -19.6% | +7.7% |
| 3M | +14.8% | +9.6% | +5.2% | +14.9% |
| 6M | -1.7% | -19.7% | +17.9% | -1.8% |
| YTD | +8.7% | +14.2% | -5.6% | +9.8% |
| 1Y | -7.5% | -32.2% | +24.8% | -6.4% |
| All | -0.7% | +31.3% | -32.0% | -0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling