-25.3%
CRCL vs DOCS
-39.0%
+13.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.4% | -3.0% | -2.6% |
| 7D | -8.4% | +2.6% | -10.9% | -9.0% |
| 30D | -21.8% | +11.4% | -33.2% | -23.7% |
| 3M | -17.5% | +25.4% | -42.9% | -21.7% |
| 6M | -50.9% | +42.5% | -93.4% | -55.2% |
| YTD | -21.6% | -24.7% | +3.1% | -18.9% |
| 1Y | -24.5% | -32.9% | +8.5% | -18.8% |
| All | -25.3% | -39.0% | +13.8% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling