+8.9%
CRCL vs DG
+14.0%
-5.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | 0.0% |
| 7D | -11.2% | -6.5% | -4.7% | -9.6% |
| 30D | +27.1% | +4.2% | +22.9% | +26.0% |
| 3M | +9.6% | +9.5% | +0.1% | +6.7% |
| 6M | -19.7% | -13.1% | -6.5% | -17.8% |
| YTD | +14.2% | -4.8% | +19.1% | +14.4% |
| 1Y | -32.2% | +20.6% | -52.8% | -35.8% |
| All | +8.9% | +14.0% | -5.2% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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