+8.9%
CRCL vs TGT
+73.9%
-65.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -11.2% | -5.2% | -6.0% | -10.6% |
| 30D | +27.1% | +1.2% | +25.9% | +26.8% |
| 3M | +9.6% | +18.4% | -8.7% | +7.3% |
| 6M | -19.7% | +33.4% | -53.1% | -24.4% |
| YTD | +14.2% | +63.8% | -49.6% | -1.4% |
| 1Y | -32.2% | +77.2% | -109.4% | -44.0% |
| All | +8.9% | +73.9% | -65.1% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 3y: compounded portfolio wealth divided by compounded TGT 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…
3y analysis · Full analysis span regression · 6 months rolling