+8.5%
CRCL vs OPEN
+359.0%
-350.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.7% | +3.8% | -2.0% |
| 7D | -12.5% | -10.5% | -2.0% | -11.2% |
| 30D | +26.9% | -21.8% | +48.7% | +31.2% |
| 3M | +14.4% | -37.5% | +51.9% | +21.2% |
| 6M | -23.5% | -44.1% | +20.6% | -18.0% |
| YTD | +13.9% | -52.0% | +65.9% | +23.8% |
| 1Y | -20.6% | -52.2% | +31.7% | -13.9% |
| All | +8.5% | +359.0% | -350.5% | +32.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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