-13.1%
CRCL vs RMD
-14.6%
+1.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.8% | -1.0% |
| 7D | +17.1% | -5.0% | +22.1% | +19.2% |
| 30D | +61.3% | +2.2% | +59.0% | +60.0% |
| 3M | +12.7% | +17.8% | -5.1% | +6.2% |
| 6M | -3.1% | -11.3% | +8.3% | +13.2% |
| YTD | +28.7% | -4.4% | +33.1% | +40.1% |
| 1Y | -13.1% | -15.7% | +2.6% | +21.7% |
| All | -13.1% | -14.6% | +1.5% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling