+8.9%
CRCL vs CTVA
+18.2%
-9.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | -11.2% | -4.5% | -6.7% | -10.3% |
| 30D | +27.1% | +11.3% | +15.8% | +23.0% |
| 3M | +9.6% | +12.3% | -2.7% | +2.8% |
| 6M | -19.7% | +7.2% | -26.9% | -23.3% |
| YTD | +14.2% | +26.0% | -11.8% | -4.0% |
| 1Y | -32.2% | +16.0% | -48.3% | -41.9% |
| All | +8.9% | +18.2% | -9.4% | -5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 3y: compounded portfolio wealth divided by compounded CTVA 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…
3y analysis · Full analysis span regression · 6 months rolling