+49.9%
XLE vs CRCL
-33.1%
+83.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.2% | -5.9% | -4.7% |
| 7D | -7.2% | -6.8% | -0.4% | -7.3% |
| 30D | +0.1% | -8.6% | +8.7% | 0.0% |
| 3M | +9.2% | +20.3% | -11.2% | +9.1% |
| 6M | +8.4% | -36.3% | +44.7% | +8.6% |
| YTD | +44.9% | -4.0% | +48.9% | +43.9% |
| 1Y | +49.9% | -31.6% | +81.4% | +53.0% |
| All | +49.9% | -33.1% | +83.0% | +53.0% |
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 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