-23.3%
CRCL vs INTU
-54.8%
+31.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.6% |
| 7D | -8.1% | -4.1% | -4.0% | -6.4% |
| 30D | -24.3% | +12.8% | -37.1% | -28.8% |
| 3M | -10.5% | +2.1% | -12.6% | -11.7% |
| 6M | -48.4% | -11.5% | -36.9% | -46.7% |
| YTD | -19.5% | -47.9% | +28.4% | +17.7% |
| 1Y | -26.0% | -47.7% | +21.6% | +7.9% |
| All | -23.3% | -54.8% | +31.5% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 3y: compounded portfolio wealth divided by compounded INTU 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…
3y analysis · Full analysis span regression · 6 months rolling