+11.7%
CRCL vs GD
+30.7%
-19.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.7% |
| 7D | +4.9% | -3.1% | +8.0% | +6.8% |
| 30D | +38.7% | -10.9% | +49.6% | +47.4% |
| 3M | +14.7% | +2.5% | +12.2% | +10.1% |
| 6M | -16.9% | -1.7% | -15.2% | -16.3% |
| YTD | +17.3% | +6.1% | +11.1% | +6.6% |
| 1Y | -21.2% | +11.7% | -32.9% | -28.9% |
| All | +11.7% | +30.7% | -19.0% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 10y: compounded portfolio wealth divided by compounded GD 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…
10y analysis · Full analysis span regression · 6 months rolling