+8.9%
CRCL vs PSLV
+74.4%
-65.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | -11.2% | -3.5% | -7.8% | -10.2% |
| 30D | +27.1% | -2.1% | +29.3% | +28.5% |
| 3M | +9.6% | -1.6% | +11.3% | +10.3% |
| 6M | -19.7% | -25.5% | +5.8% | -14.9% |
| YTD | +14.2% | -11.4% | +25.7% | +26.3% |
| 1Y | -32.2% | +48.6% | -80.8% | -9.0% |
| All | +8.9% | +74.4% | -65.6% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 all: compounded portfolio wealth divided by compounded PSLV 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…
all analysis · Full analysis span regression · 6 months rolling