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-1.72%
This Month
+20.98%
Year To Date
+76.28%
2 Years
+24.35%
5 Years
+33.8%
10 Years
+3.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs71.48%
- 💵 Cash17.83%
- 🧩 Miscellaneous6.16%
- 🖥️ Technology Services4.48%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE64.13%
- 🇺🇸 Chicago Board Options Exchange9%
- 🇺🇸 Nasdaq9%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.48%
Dividends
Dividend Yield
0%
0 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-10.17
-10.17
-11
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-10.17
-10.17
-11
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
-144.45
High:
CRCL
-144.45CRCLLow:CRCL
-144.45CRCLDetails
PEG Ratio
N/A
Details
Price/Book
6.54
High:CRCL
6.54CRCLLow:CRCL
6.54CRCLDetails
Price/Sales
8.44
High:CRCL
8.44CRCLLow:CRCL
8.44CRCLDetails
Price/CF
50.23
High:CRCL
50.23CRCLLow:CRCL
50.23CRCLDetails
Price/FCF
51.85
High:CRCL
51.85CRCLLow:CRCL
51.85CRCLDetails
P/E Ratio
-144.45
High:CRCL
-144.45CRCLLow:CRCL
-144.45CRCLDetails
PEG Ratio
N/A
Details
Price/Book
6.54
High:CRCL
6.54CRCLLow:CRCL
6.54CRCLDetails
Price/Sales
8.44
High:CRCL
8.44CRCLLow:CRCL
8.44CRCLDetails
Price/CF
50.23
High:CRCL
50.23CRCLLow:CRCL
50.23CRCLDetails
Price/FCF
51.85
High:CRCL
51.85CRCLLow:CRCL
51.85CRCLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.76% | Jan 2018 | Oct 2025 | 93 |
-11.11% | Mar 2026 | Apr 2026 | 1 |
-2.97% | Nov 2025 | Jan 2026 | 2 |
-1.72% | Jun 2026 | - | 1 |