+8.9%
CRCL vs NDAQ
+10.6%
-1.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.8% |
| 7D | -11.2% | -5.6% | -5.7% | -6.6% |
| 30D | +27.1% | -4.4% | +31.5% | +32.7% |
| 3M | +9.6% | +5.9% | +3.8% | +3.6% |
| 6M | -19.7% | +7.7% | -27.4% | -25.7% |
| YTD | +14.2% | -5.2% | +19.4% | +17.6% |
| 1Y | -32.2% | -3.4% | -28.9% | -31.5% |
| All | +8.9% | +10.6% | -1.7% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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