-14.5%
CRCL vs DOCS
-65.1%
+50.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -7.3% | +1.6% | -3.9% |
| 7D | +7.5% | -7.3% | +14.8% | +9.7% |
| 30D | +44.3% | -10.9% | +55.1% | +48.3% |
| 3M | +16.5% | +20.3% | -3.8% | +10.4% |
| 6M | -5.6% | -3.6% | -2.0% | -6.1% |
| YTD | +21.3% | -44.9% | +66.1% | +41.2% |
| 1Y | -14.5% | -64.9% | +50.4% | +39.9% |
| All | -14.5% | -65.1% | +50.6% | +39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling