-22.5%
CRCL vs QLD
+13.4%
-35.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.4% |
| 7D | -8.1% | +12.5% | -20.6% | -17.5% |
| 30D | -24.3% | -15.7% | -8.6% | -12.1% |
| 3M | -10.5% | -11.9% | +1.4% | 0.0% |
| 6M | -48.4% | -10.3% | -38.1% | -44.8% |
| YTD | -19.5% | +15.6% | -35.1% | -36.2% |
| All | -22.5% | +13.4% | -35.9% | -39.2% |
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