+8.9%
CRCL vs QS
+24.8%
-16.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | -0.2% |
| 7D | -11.2% | -3.6% | -7.6% | -10.3% |
| 30D | +27.1% | -17.2% | +44.3% | +34.1% |
| 3M | +9.6% | -27.0% | +36.6% | +18.8% |
| 6M | -19.7% | -24.6% | +4.9% | -13.4% |
| YTD | +14.2% | -49.3% | +63.6% | +33.6% |
| 1Y | -32.2% | -40.3% | +8.1% | -17.9% |
| All | +8.9% | +24.8% | -16.0% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 5y: compounded portfolio wealth divided by compounded QS 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…
5y analysis · Full analysis span regression · 6 months rolling