-7.7%
DIS vs CRCL
-20.7%
+13.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | +1.2% | -11.2% | +12.4% | +1.5% |
| 30D | +3.2% | +27.1% | -23.9% | +2.3% |
| 3M | +7.0% | +9.6% | -2.6% | +6.4% |
| 6M | +6.4% | -19.7% | +26.1% | +6.4% |
| YTD | -5.6% | +14.2% | -19.9% | -7.8% |
| 1Y | -7.7% | -32.2% | +24.6% | -9.1% |
| All | -7.7% | -20.7% | +13.0% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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