+8.5%
CRCL vs MDB
+59.3%
-50.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +4.3% | -7.2% | -3.7% |
| 7D | -12.5% | -2.8% | -9.8% | -12.1% |
| 30D | +26.9% | -14.9% | +41.8% | +30.3% |
| 3M | +14.4% | +7.3% | +7.1% | +12.5% |
| 6M | -23.5% | +38.2% | -61.7% | -27.8% |
| YTD | +13.9% | -10.9% | +24.8% | +11.0% |
| 1Y | -20.6% | +11.6% | -32.2% | -23.1% |
| All | +8.5% | +59.3% | -50.7% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 5y: compounded portfolio wealth divided by compounded MDB 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…
5y analysis · Full analysis span regression · 6 months rolling