+8.9%
CRCL vs DHI
+13.8%
-4.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.5% |
| 7D | -11.2% | -3.4% | -7.8% | -11.6% |
| 30D | +27.1% | -5.4% | +32.5% | +26.0% |
| 3M | +9.6% | -10.4% | +20.1% | +7.7% |
| 6M | -19.7% | -2.8% | -16.9% | -20.1% |
| YTD | +14.2% | -3.4% | +17.7% | +11.2% |
| 1Y | -32.2% | -22.9% | -9.3% | -38.3% |
| All | +8.9% | +13.8% | -4.9% | +32.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling