+8.5%
CRCL vs MDY
+23.2%
-14.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -1.9% | -1.2% |
| 7D | -12.5% | -2.5% | -10.0% | -8.3% |
| 30D | +26.9% | -5.0% | +32.0% | +39.5% |
| 3M | +14.4% | +0.5% | +14.0% | +13.2% |
| 6M | -23.5% | +8.0% | -31.5% | -34.6% |
| YTD | +13.9% | +12.2% | +1.7% | -9.8% |
| 1Y | -20.6% | +14.0% | -34.5% | -37.9% |
| All | +8.5% | +23.2% | -14.7% | -11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling