-13.1%
CRCL vs BDX
+27.3%
-40.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -1.4% |
| 7D | +17.1% | -2.5% | +19.6% | +16.7% |
| 30D | +61.3% | +8.3% | +53.0% | +63.4% |
| 3M | +12.7% | +24.4% | -11.7% | +17.5% |
| 6M | -3.1% | +9.2% | -12.2% | +3.9% |
| YTD | +28.7% | +22.7% | +6.0% | +29.6% |
| 1Y | -13.1% | +25.9% | -39.0% | -10.4% |
| All | -13.1% | +27.3% | -40.4% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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