+8.5%
CRCL vs CVS
+55.6%
-47.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.9% |
| 7D | -12.5% | -2.0% | -10.5% | -12.2% |
| 30D | +26.9% | +1.9% | +25.0% | +26.2% |
| 3M | +14.4% | -2.2% | +16.6% | +14.6% |
| 6M | -23.5% | +26.7% | -50.2% | -29.0% |
| YTD | +13.9% | +22.9% | -9.0% | +4.8% |
| 1Y | -20.6% | +32.9% | -53.5% | -30.2% |
| All | +8.5% | +55.6% | -47.1% | -16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling