-31.6%
CRCL vs DLTR
+45.2%
-76.8%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +9.6% | -8.4% | -0.9% |
| 7D | -6.8% | +15.6% | -22.4% | -10.2% |
| 30D | -8.6% | +29.9% | -38.5% | -14.6% |
| 3M | +20.3% | +12.5% | +7.9% | +16.3% |
| 6M | -36.3% | +56.3% | -92.6% | -43.3% |
| YTD | -4.0% | +19.5% | -23.5% | -12.1% |
| 1Y | -31.6% | +44.0% | -75.6% | -51.9% |
| All | -31.6% | +45.2% | -76.8% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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