+8.5%
CRCL vs TGT
+73.8%
-65.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.1% | -1.7% | -2.7% |
| 7D | -12.5% | -5.0% | -7.5% | -11.9% |
| 30D | +26.9% | +3.0% | +23.9% | +26.4% |
| 3M | +14.4% | +22.6% | -8.2% | +11.3% |
| 6M | -23.5% | +31.2% | -54.7% | -27.4% |
| YTD | +13.9% | +63.7% | -49.8% | -1.7% |
| 1Y | -20.6% | +78.5% | -99.0% | -34.4% |
| All | +8.5% | +73.8% | -65.3% | -1.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling