-25.3%
CRCL vs PTC
+16.5%
-41.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | -8.4% | +0.5% | -8.8% | -8.5% |
| 30D | -21.8% | +1.2% | -23.0% | -22.1% |
| 3M | -17.5% | +27.4% | -44.8% | -23.9% |
| 6M | -50.9% | +39.2% | -90.1% | -56.3% |
| YTD | -21.6% | +12.5% | -34.1% | -23.7% |
| 1Y | -24.5% | +12.3% | -36.7% | -26.3% |
| All | -25.3% | +16.5% | -41.8% | -16.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling