+17.4%
V vs CRCL
-9.9%
+27.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.8% | +1.3% |
| 7D | +0.9% | -8.4% | +9.3% | +1.0% |
| 30D | +9.0% | -21.8% | +30.8% | +9.1% |
| 3M | +16.7% | -17.5% | +34.2% | +16.9% |
| 6M | +33.4% | -50.9% | +84.3% | +33.9% |
| YTD | +22.4% | -21.6% | +43.9% | +22.6% |
| 1Y | +27.7% | -24.5% | +52.1% | +27.9% |
| All | +17.4% | -9.9% | +27.3% | +24.0% |
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