+8.9%
CRCL vs IDXX
-3.8%
+12.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -11.2% | -5.7% | -5.5% | -10.6% |
| 30D | +27.1% | -11.5% | +38.7% | +29.0% |
| 3M | +9.6% | -9.5% | +19.2% | +10.7% |
| 6M | -19.7% | -16.0% | -3.7% | -18.1% |
| YTD | +14.2% | -25.4% | +39.6% | +18.0% |
| 1Y | -32.2% | -21.8% | -10.5% | -29.8% |
| All | +8.9% | -3.8% | +12.7% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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