+15.6%
CRCL vs CDW
-16.2%
+31.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -5.2% | -0.6% | -5.5% |
| 7D | +7.5% | -3.9% | +11.4% | +7.7% |
| 30D | +44.3% | +6.9% | +37.4% | +44.7% |
| 3M | +16.5% | +7.7% | +8.9% | +17.1% |
| 6M | -5.6% | +18.3% | -23.9% | -6.2% |
| YTD | +21.3% | +7.8% | +13.5% | +24.1% |
| 1Y | -14.5% | -12.2% | -2.3% | -13.4% |
| All | +15.6% | -16.2% | +31.8% | +20.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling