+27.4%
WMT vs CRCL
-33.1%
+60.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.3% | +3.5% |
| 7D | +8.8% | -6.8% | +15.6% | +8.5% |
| 30D | +22.9% | -8.6% | +31.6% | +22.6% |
| 3M | +16.1% | +20.3% | -4.3% | +17.6% |
| 6M | -0.5% | -36.3% | +35.9% | -1.4% |
| YTD | +16.7% | -4.0% | +20.7% | +18.0% |
| 1Y | +27.4% | -31.6% | +58.9% | +29.1% |
| All | +27.4% | -33.1% | +60.5% | +29.1% |
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 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