-13.1%
CRCL vs DGX
+33.7%
-46.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.6% |
| 7D | +17.1% | -2.3% | +19.4% | +15.8% |
| 30D | +61.3% | +0.6% | +60.7% | +61.6% |
| 3M | +12.7% | +21.4% | -8.7% | +26.0% |
| 6M | -3.1% | +14.7% | -17.8% | +6.6% |
| YTD | +28.7% | +38.4% | -9.8% | +44.0% |
| 1Y | -13.1% | +34.0% | -47.1% | -3.6% |
| All | -13.1% | +33.7% | -46.8% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 1y: compounded portfolio wealth divided by compounded DGX 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…
1y analysis · Full analysis span regression · 6 months rolling