-13.1%
CRCL vs BMY
+47.1%
-60.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.7% | -1.4% |
| 7D | +17.1% | +0.4% | +16.7% | +17.2% |
| 30D | +61.3% | +5.0% | +56.3% | +62.7% |
| 3M | +12.7% | +19.4% | -6.7% | +17.1% |
| 6M | -3.1% | +9.5% | -12.6% | -1.0% |
| YTD | +28.7% | +28.1% | +0.6% | +34.8% |
| 1Y | -13.1% | +50.0% | -63.1% | -5.6% |
| All | -13.1% | +47.1% | -60.3% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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