+11.7%
CRCL vs RTX
+44.7%
-32.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.0% |
| 7D | +4.9% | -1.6% | +6.5% | +5.9% |
| 30D | +38.7% | -11.6% | +50.2% | +47.1% |
| 3M | +14.7% | +9.2% | +5.5% | +4.4% |
| 6M | -16.9% | -4.4% | -12.4% | -15.3% |
| YTD | +17.3% | +8.9% | +8.4% | +3.5% |
| 1Y | -21.2% | +32.1% | -53.3% | -48.5% |
| All | +11.7% | +44.7% | -32.9% | -38.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling