+8.9%
CRCL vs DLTR
+29.3%
-20.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -11.2% | -10.1% | -1.1% | -9.4% |
| 30D | +27.1% | -8.1% | +35.2% | +28.9% |
| 3M | +9.6% | +2.9% | +6.8% | +8.7% |
| 6M | -19.7% | +4.3% | -24.0% | -20.4% |
| YTD | +14.2% | -3.9% | +18.2% | +12.8% |
| 1Y | -32.2% | +18.9% | -51.1% | -37.1% |
| All | +8.9% | +29.3% | -20.4% | +8.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling