-19.4%
CRCL vs DOCS
-39.3%
+19.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.5% | +0.8% | +2.6% |
| 7D | -11.8% | -4.2% | -7.6% | -10.7% |
| 30D | -20.0% | +8.6% | -28.6% | -21.4% |
| 3M | -5.7% | +27.2% | -32.9% | -10.8% |
| 6M | -49.1% | +26.5% | -75.6% | -52.1% |
| YTD | -15.4% | -25.0% | +9.6% | -12.4% |
| 1Y | -31.7% | -37.0% | +5.3% | -25.0% |
| All | -19.4% | -39.3% | +19.9% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 10y: compounded portfolio wealth divided by compounded DOCS 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…
10y analysis · Full analysis span regression · 6 months rolling