+11.7%
CRCL vs CDW
-17.4%
+29.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.9% | -3.2% |
| 7D | +4.9% | -4.2% | +9.1% | +5.2% |
| 30D | +38.7% | +4.9% | +33.8% | +39.1% |
| 3M | +14.7% | +7.3% | +7.4% | +15.3% |
| 6M | -16.9% | +19.2% | -36.0% | -17.5% |
| YTD | +17.3% | +6.2% | +11.1% | +20.1% |
| 1Y | -21.2% | -14.0% | -7.2% | -20.2% |
| All | +11.7% | -17.4% | +29.2% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 5y: compounded portfolio wealth divided by compounded CDW 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…
5y analysis · Full analysis span regression · 6 months rolling