+8.9%
CRCL vs RTX
+44.8%
-35.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -11.2% | -1.5% | -9.7% | -10.5% |
| 30D | +27.1% | -11.0% | +38.1% | +34.2% |
| 3M | +9.6% | +7.7% | +2.0% | +0.9% |
| 6M | -19.7% | -3.9% | -15.8% | -18.5% |
| YTD | +14.2% | +9.0% | +5.3% | +0.8% |
| 1Y | -32.2% | +27.3% | -59.5% | -52.4% |
| All | +8.9% | +44.8% | -35.9% | -40.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling