-25.3%
CRCL vs QLD
+45.7%
-71.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | -0.1% | -0.4% |
| 7D | -8.4% | +7.0% | -15.4% | -14.0% |
| 30D | -21.8% | -14.3% | -7.5% | -10.6% |
| 3M | -17.5% | -16.0% | -1.5% | -3.7% |
| 6M | -50.9% | -14.2% | -36.6% | -45.0% |
| YTD | -21.6% | +12.8% | -34.3% | -35.1% |
| 1Y | -24.5% | +14.1% | -38.5% | -37.9% |
| All | -25.3% | +45.7% | -71.0% | -14.9% |
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