+8.9%
CRCL vs QSR
+12.3%
-3.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | -11.2% | -4.0% | -7.2% | -11.3% |
| 30D | +27.1% | +2.8% | +24.4% | +27.8% |
| 3M | +9.6% | +5.1% | +4.6% | +10.3% |
| 6M | -19.7% | +8.8% | -28.5% | -19.7% |
| YTD | +14.2% | +14.8% | -0.6% | +14.3% |
| 1Y | -32.2% | +25.7% | -58.0% | -32.4% |
| All | +8.9% | +12.3% | -3.5% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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