+8.9%
CRCL vs MDY
+24.2%
-15.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -1.1% |
| 7D | -11.2% | -1.9% | -9.4% | -8.1% |
| 30D | +27.1% | -4.6% | +31.7% | +38.6% |
| 3M | +9.6% | -1.2% | +10.9% | +11.9% |
| 6M | -19.7% | +9.2% | -28.9% | -32.8% |
| YTD | +14.2% | +13.1% | +1.2% | -10.8% |
| 1Y | -32.2% | +13.0% | -45.2% | -46.7% |
| All | +8.9% | +24.2% | -15.4% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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