-31.6%
CRCL vs BMY
+45.9%
-77.5%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.0% | -2.8% | +1.5% |
| 7D | -6.8% | +6.0% | -12.8% | -6.5% |
| 30D | -8.6% | +9.1% | -17.8% | -8.1% |
| 3M | +20.3% | -2.6% | +22.9% | +20.3% |
| 6M | -36.3% | +13.1% | -49.4% | -34.5% |
| YTD | -4.0% | +23.0% | -27.0% | -4.2% |
| 1Y | -31.6% | +45.6% | -77.1% | -40.0% |
| All | -31.6% | +45.9% | -77.5% | -40.0% |
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