+22.6%
CRCL vs QLD
+66.6%
-44.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.5% | -1.5% |
| 7D | +17.1% | +0.6% | +16.5% | +16.9% |
| 30D | +61.3% | -0.1% | +61.4% | +62.2% |
| 3M | +12.7% | -8.4% | +21.1% | +21.6% |
| 6M | -3.1% | +32.2% | -35.3% | -30.5% |
| YTD | +28.7% | +28.9% | -0.2% | -5.0% |
| 1Y | -13.1% | +43.8% | -57.0% | -36.8% |
| All | +22.6% | +66.6% | -44.0% | +24.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling