-49.1%
CRCL vs QLD
-10.5%
-38.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.6% | -1.3% | 0.0% |
| 7D | -11.8% | -1.2% | -10.6% | -11.2% |
| 30D | -20.0% | -15.7% | -4.3% | -9.2% |
| 3M | -5.7% | -10.0% | +4.4% | +2.1% |
| 6M | -49.1% | -11.2% | -37.8% | -45.9% |
| All | -49.1% | -10.5% | -38.6% | -45.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling