+8.9%
CRCL vs DOW
+8.4%
+0.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.5% |
| 7D | -11.2% | -1.4% | -9.8% | -11.1% |
| 30D | +27.1% | -3.9% | +31.0% | +27.4% |
| 3M | +9.6% | -12.7% | +22.3% | +11.2% |
| 6M | -19.7% | -13.7% | -6.0% | -19.0% |
| YTD | +14.2% | +28.4% | -14.1% | +4.9% |
| 1Y | -32.2% | +21.8% | -54.0% | -38.9% |
| All | +8.9% | +8.4% | +0.5% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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