-31.6%
CRCL vs PFG
+46.8%
-78.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.1% | -2.9% | -1.1% |
| 7D | -6.8% | +4.9% | -11.7% | -9.2% |
| 30D | -8.6% | +5.7% | -14.3% | -11.4% |
| 3M | +20.3% | +2.6% | +17.8% | +18.2% |
| 6M | -36.3% | +19.8% | -56.1% | -41.9% |
| YTD | -4.0% | +36.3% | -40.3% | -19.5% |
| 1Y | -31.6% | +47.9% | -79.5% | -48.3% |
| All | -31.6% | +46.8% | -78.4% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling