+11.7%
CRCL vs PTC
-23.4%
+35.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.3% | 0.0% | -2.0% |
| 7D | +4.9% | -13.6% | +18.5% | +10.9% |
| 30D | +38.7% | -14.7% | +53.3% | +47.4% |
| 3M | +14.7% | -5.9% | +20.6% | +17.0% |
| 6M | -16.9% | -21.1% | +4.3% | -7.9% |
| YTD | +17.3% | -26.0% | +43.3% | +32.2% |
| 1Y | -21.2% | -36.8% | +15.6% | -8.7% |
| All | +11.7% | -23.4% | +35.1% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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