-23.3%
CRCL vs DOCS
-39.3%
+16.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.1% | -4.9% | -4.9% |
| 7D | -8.1% | +0.1% | -8.2% | -8.1% |
| 30D | -24.3% | +8.7% | -32.9% | -25.6% |
| 3M | -10.5% | +32.9% | -43.3% | -16.0% |
| 6M | -48.4% | +25.5% | -73.9% | -51.3% |
| YTD | -19.5% | -25.0% | +5.5% | -16.7% |
| 1Y | -26.0% | -34.9% | +8.8% | -19.8% |
| All | -23.3% | -39.3% | +16.0% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling