-38.5%
CRCL vs DHI
+9.9%
-48.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +0.4% | -9.1% | -8.7% |
| 7D | -13.1% | +7.6% | -20.7% | -13.2% |
| 30D | -17.4% | +15.3% | -32.7% | -17.5% |
| 3M | +9.8% | +4.4% | +5.4% | +8.2% |
| 6M | -39.2% | +8.3% | -47.4% | -39.6% |
| YTD | -12.4% | +10.4% | -22.8% | -21.4% |
| 1Y | -38.5% | +9.8% | -48.3% | -46.9% |
| All | -38.5% | +9.9% | -48.4% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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