-21.9%
CRCL vs QLD
+43.7%
-65.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.6% | -2.8% |
| 7D | -13.6% | -3.8% | -9.8% | -11.3% |
| 30D | -23.1% | -20.5% | -2.6% | -5.6% |
| 3M | -3.1% | -14.6% | +11.5% | +11.4% |
| 6M | -42.8% | -14.7% | -28.2% | -35.7% |
| YTD | -18.1% | +11.2% | -29.2% | -31.4% |
| 1Y | -37.6% | +7.1% | -44.7% | -45.4% |
| All | -21.9% | +43.7% | -65.6% | -10.0% |
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