+8.9%
CRCL vs CVS
+54.6%
-45.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | -11.2% | -2.2% | -9.1% | -10.9% |
| 30D | +27.1% | -0.1% | +27.2% | +26.9% |
| 3M | +9.6% | -5.2% | +14.9% | +10.7% |
| 6M | -19.7% | +26.9% | -46.6% | -25.6% |
| YTD | +14.2% | +22.1% | -7.8% | +5.2% |
| 1Y | -32.2% | +30.8% | -63.0% | -40.0% |
| All | +8.9% | +54.6% | -45.7% | -15.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling