+46.0%
XOM vs CRCL
-13.3%
+59.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.5% | -1.7% |
| 7D | +1.8% | +17.1% | -15.3% | +2.1% |
| 30D | +5.9% | +61.3% | -55.4% | +6.7% |
| 3M | +5.6% | +12.7% | -7.1% | +6.2% |
| 6M | +7.9% | -3.1% | +10.9% | +8.3% |
| YTD | +35.2% | +28.7% | +6.5% | +35.1% |
| 1Y | +46.0% | -13.1% | +59.1% | +47.1% |
| All | +46.0% | -13.3% | +59.2% | +47.1% |
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