+11.7%
CRCL vs RMD
-11.2%
+22.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.1% |
| 7D | +4.9% | -4.7% | +9.6% | +6.8% |
| 30D | +38.7% | +0.2% | +38.4% | +38.9% |
| 3M | +14.7% | +12.0% | +2.7% | +10.0% |
| 6M | -16.9% | -12.5% | -4.3% | -5.8% |
| YTD | +17.3% | -7.9% | +25.2% | +28.2% |
| 1Y | -21.2% | -20.4% | -0.8% | -2.3% |
| All | +11.7% | -11.2% | +22.9% | +44.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling