-31.6%
CRCL vs QLD
+13.1%
-44.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.9% | -0.7% | -0.6% |
| 7D | -6.8% | -9.4% | +2.5% | +2.2% |
| 30D | -8.6% | -17.1% | +8.4% | +8.7% |
| 3M | +20.3% | -10.4% | +30.8% | +33.4% |
| 6M | -36.3% | +0.7% | -37.1% | -40.1% |
| YTD | -4.0% | +17.7% | -21.8% | -25.3% |
| 1Y | -31.6% | +14.7% | -46.3% | -45.0% |
| All | -31.6% | +13.1% | -44.7% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 1y: compounded portfolio wealth divided by compounded QLD 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…
1y analysis · Full analysis span regression · 6 months rolling