-25.3%
CRCL vs D
+27.2%
-52.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.8% | -2.5% |
| 7D | -8.4% | -1.4% | -7.0% | -8.6% |
| 30D | -21.8% | +7.7% | -29.5% | -20.6% |
| 3M | -17.5% | -0.3% | -17.2% | -17.4% |
| 6M | -50.9% | +10.1% | -60.9% | -49.7% |
| YTD | -21.6% | +19.1% | -40.6% | -20.9% |
| 1Y | -24.5% | +15.9% | -40.4% | -22.7% |
| All | -25.3% | +27.2% | -52.4% | -19.0% |
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