+8.5%
CRCL vs D
+22.3%
-13.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.9% |
| 7D | -12.5% | -1.6% | -10.9% | -12.7% |
| 30D | +26.9% | -3.5% | +30.4% | +25.9% |
| 3M | +14.4% | -1.6% | +16.0% | +13.6% |
| 6M | -23.5% | +5.8% | -29.3% | -22.6% |
| YTD | +13.9% | +14.5% | -0.6% | +13.7% |
| 1Y | -20.6% | +14.2% | -34.7% | -19.2% |
| All | +8.5% | +22.3% | -13.7% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling