+15.6%
CRCL vs QLD
+66.3%
-50.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.2% | -5.6% | -5.6% |
| 7D | +7.5% | +3.0% | +4.5% | +4.9% |
| 30D | +44.3% | -1.8% | +46.1% | +47.3% |
| 3M | +16.5% | -1.8% | +18.3% | +16.5% |
| 6M | -5.6% | +36.9% | -42.5% | -35.1% |
| YTD | +21.3% | +28.7% | -7.4% | -10.3% |
| 1Y | -14.5% | +41.9% | -56.4% | -37.5% |
| All | +15.6% | +66.3% | -50.7% | +17.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling