-13.1%
CRCL vs CVS
+35.9%
-49.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -1.1% |
| 7D | +17.1% | +4.0% | +13.2% | +17.0% |
| 30D | +61.3% | -2.4% | +63.7% | +62.0% |
| 3M | +12.7% | +2.7% | +10.1% | +12.2% |
| 6M | -3.1% | +21.9% | -24.9% | -5.4% |
| YTD | +28.7% | +24.7% | +3.9% | +23.0% |
| 1Y | -13.1% | +35.4% | -48.6% | -16.4% |
| All | -13.1% | +35.9% | -49.1% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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