+15.6%
CRCL vs PTC
-20.8%
+36.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -5.5% | -0.2% | -3.6% |
| 7D | +7.5% | -12.8% | +20.3% | +13.1% |
| 30D | +44.3% | -9.8% | +54.0% | +50.2% |
| 3M | +16.5% | -2.1% | +18.6% | +17.0% |
| 6M | -5.6% | -18.1% | +12.5% | +3.0% |
| YTD | +21.3% | -23.5% | +44.8% | +34.9% |
| 1Y | -14.5% | -37.4% | +22.9% | -3.0% |
| All | +15.6% | -20.8% | +36.3% | +47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling