+11.7%
CRCL vs ED
+9.2%
+2.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -4.2% |
| 7D | +4.9% | -0.2% | +5.1% | +4.5% |
| 30D | +38.7% | +1.9% | +36.7% | +42.3% |
| 3M | +14.7% | +1.9% | +12.8% | +18.7% |
| 6M | -16.9% | -2.3% | -14.6% | -17.2% |
| YTD | +17.3% | +10.9% | +6.4% | +33.7% |
| 1Y | -21.2% | +14.5% | -35.7% | -6.1% |
| All | +11.7% | +9.2% | +2.5% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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