+22.6%
CRCL vs INTU
-56.0%
+78.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.2% | +0.4% |
| 7D | +17.1% | -7.1% | +24.2% | +21.2% |
| 30D | +61.3% | +1.5% | +59.8% | +60.0% |
| 3M | +12.7% | +10.7% | +2.1% | +6.3% |
| 6M | -3.1% | -23.8% | +20.8% | +12.4% |
| YTD | +28.7% | -49.3% | +78.0% | +91.2% |
| 1Y | -13.1% | -49.7% | +36.5% | +30.1% |
| All | +22.6% | -56.0% | +78.6% | +108.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling