+22.6%
CRCL vs DOC
+31.7%
-9.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.8% | +0.7% | -0.2% |
| 7D | +17.1% | -1.5% | +18.6% | +18.0% |
| 30D | +61.3% | -4.8% | +66.0% | +65.2% |
| 3M | +12.7% | +6.9% | +5.8% | +9.0% |
| 6M | -3.1% | +20.7% | -23.8% | -12.4% |
| YTD | +28.7% | +34.1% | -5.5% | +10.2% |
| 1Y | -13.1% | +22.6% | -35.8% | -21.3% |
| All | +22.6% | +31.7% | -9.1% | +17.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling