-25.3%
CRCL vs DOC
+29.4%
-54.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | -8.4% | -0.9% | -7.5% | -7.9% |
| 30D | -21.8% | +7.7% | -29.5% | -24.8% |
| 3M | -17.5% | -2.0% | -15.5% | -16.6% |
| 6M | -50.9% | +5.9% | -56.7% | -52.3% |
| YTD | -21.6% | +31.8% | -53.4% | -32.3% |
| 1Y | -24.5% | +22.5% | -47.0% | -32.8% |
| All | -25.3% | +29.4% | -54.7% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 5y: compounded portfolio wealth divided by compounded DOC 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…
5y analysis · Full analysis span regression · 6 months rolling