+15.6%
CRCL vs DRI
+2.4%
+13.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.8% | -3.9% | -6.0% |
| 7D | +7.5% | -1.2% | +8.7% | +7.3% |
| 30D | +44.3% | -0.4% | +44.7% | +44.1% |
| 3M | +16.5% | +9.5% | +7.0% | +17.0% |
| 6M | -5.6% | +6.5% | -12.1% | -4.7% |
| YTD | +21.3% | +18.4% | +2.9% | +14.8% |
| 1Y | -14.5% | +4.2% | -18.7% | -10.3% |
| All | +15.6% | +2.4% | +13.1% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 all: compounded portfolio wealth divided by compounded DRI 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…
all analysis · Full analysis span regression · 6 months rolling