-31.6%
CRCL vs RTX
+14.1%
-45.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.8% | +1.4% |
| 7D | -6.8% | +1.3% | -8.2% | -7.0% |
| 30D | -8.6% | +7.6% | -16.3% | -9.7% |
| 3M | +20.3% | -8.6% | +29.0% | +22.4% |
| 6M | -36.3% | +15.6% | -51.9% | -41.9% |
| YTD | -4.0% | +9.4% | -13.4% | -13.2% |
| 1Y | -31.6% | +14.7% | -46.2% | -41.3% |
| All | -31.6% | +14.1% | -45.6% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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