+8.5%
CRCL vs PH
+41.2%
-32.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.3% | -2.8% |
| 7D | -12.5% | -3.1% | -9.4% | -12.4% |
| 30D | +26.9% | -11.8% | +38.7% | +27.0% |
| 3M | +14.4% | +6.9% | +7.5% | +12.8% |
| 6M | -23.5% | -1.3% | -22.2% | -23.8% |
| YTD | +13.9% | +7.0% | +6.9% | +10.3% |
| 1Y | -20.6% | +23.1% | -43.7% | -26.0% |
| All | +8.5% | +41.2% | -32.7% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 3y: compounded portfolio wealth divided by compounded PH 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…
3y analysis · Full analysis span regression · 6 months rolling