+8.9%
CRCL vs PFG
+58.8%
-50.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.7% | -0.5% |
| 7D | -11.2% | -0.4% | -10.8% | -10.9% |
| 30D | +27.1% | +2.9% | +24.2% | +24.6% |
| 3M | +9.6% | +6.7% | +2.9% | +4.2% |
| 6M | -19.7% | +33.8% | -53.5% | -36.8% |
| YTD | +14.2% | +35.0% | -20.7% | -12.0% |
| 1Y | -32.2% | +46.4% | -78.6% | -52.2% |
| All | +8.9% | +58.8% | -50.0% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling