+8.5%
CRCL vs DHR
+4.3%
+4.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -2.8% |
| 7D | -12.5% | -5.0% | -7.5% | -12.5% |
| 30D | +26.9% | -3.3% | +30.3% | +26.8% |
| 3M | +14.4% | +9.4% | +5.0% | +14.8% |
| 6M | -23.5% | +3.2% | -26.7% | -22.7% |
| YTD | +13.9% | -12.0% | +25.9% | +15.9% |
| 1Y | -20.6% | +4.9% | -25.4% | -20.4% |
| All | +8.5% | +4.3% | +4.2% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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