-13.1%
CRCL vs HD
-19.2%
+6.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.1% | -1.0% |
| 7D | +17.1% | -2.1% | +19.2% | +16.6% |
| 30D | +61.3% | -8.4% | +69.7% | +58.7% |
| 3M | +12.7% | +4.3% | +8.4% | +14.4% |
| 6M | -3.1% | -11.1% | +8.1% | -4.2% |
| YTD | +28.7% | -4.7% | +33.4% | +21.6% |
| 1Y | -13.1% | -19.8% | +6.7% | +6.5% |
| All | -13.1% | -19.2% | +6.0% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 1y: compounded portfolio wealth divided by compounded HD 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…
1y analysis · Full analysis span regression · 6 months rolling