-18.4%
CRCL vs DOCS
-40.6%
+22.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -1.8% |
| 7D | -6.4% | -0.8% | -5.7% | -6.2% |
| 30D | -16.0% | +17.4% | -33.4% | -19.0% |
| 3M | +7.3% | +57.4% | -50.1% | -3.6% |
| 6M | -44.3% | +26.5% | -70.8% | -47.6% |
| YTD | -14.4% | -26.6% | +12.2% | -10.9% |
| 1Y | -32.1% | -48.1% | +15.9% | -21.9% |
| All | -18.4% | -40.6% | +22.1% | +16.0% |
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