+11.7%
CRCL vs INTU
-58.5%
+70.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.6% | -1.8% | -2.6% |
| 7D | +4.9% | -8.5% | +13.4% | +9.4% |
| 30D | +38.7% | -6.1% | +44.8% | +42.8% |
| 3M | +14.7% | +7.3% | +7.3% | +9.4% |
| 6M | -16.9% | -33.2% | +16.4% | +6.7% |
| YTD | +17.3% | -52.2% | +69.4% | +79.1% |
| 1Y | -21.2% | -52.7% | +31.5% | +21.7% |
| All | +11.7% | -58.5% | +70.2% | +95.4% |
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