+739.8%
WDC vs CRCL
+30.9%
+708.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.9% | -1.6% | -4.1% |
| 7D | +4.4% | -12.5% | +16.9% | +5.8% |
| 30D | +5.3% | +26.9% | -21.6% | +2.1% |
| 3M | -5.9% | +14.4% | -20.4% | -8.2% |
| 6M | +73.2% | -23.5% | +96.8% | +73.4% |
| YTD | +167.8% | +13.9% | +153.9% | +157.3% |
| 1Y | +386.0% | -20.6% | +406.5% | +371.0% |
| All | +739.8% | +30.9% | +708.9% | +717.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling