-38.5%
CRCL vs MCK
+27.9%
-66.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +0.2% | -9.0% | -8.6% |
| 7D | -13.1% | +9.3% | -22.4% | -10.2% |
| 30D | -17.4% | +16.3% | -33.7% | -12.5% |
| 3M | +9.8% | +22.3% | -12.5% | +18.9% |
| 6M | -39.2% | +34.1% | -73.3% | -28.9% |
| YTD | -12.4% | +31.1% | -43.5% | +6.0% |
| 1Y | -38.5% | +27.5% | -66.0% | -26.9% |
| All | -38.5% | +27.9% | -66.4% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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