+11.7%
CRCL vs D
+22.3%
-10.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -3.6% |
| 7D | +4.9% | -0.4% | +5.4% | +4.8% |
| 30D | +38.7% | -2.1% | +40.8% | +38.0% |
| 3M | +14.7% | -0.7% | +15.4% | +14.0% |
| 6M | -16.9% | +5.6% | -22.4% | -15.8% |
| YTD | +17.3% | +14.6% | +2.7% | +17.1% |
| 1Y | -21.2% | +15.3% | -36.5% | -19.9% |
| All | +11.7% | +22.3% | -10.6% | +20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling