+8.9%
CRCL vs MCK
+24.2%
-15.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -11.2% | -2.9% | -8.3% | -12.1% |
| 30D | +27.1% | +0.4% | +26.7% | +27.6% |
| 3M | +9.6% | +12.1% | -2.5% | +14.7% |
| 6M | -19.7% | -5.4% | -14.2% | -16.6% |
| YTD | +14.2% | +7.8% | +6.5% | +22.0% |
| 1Y | -32.2% | +22.9% | -55.2% | -31.3% |
| All | +8.9% | +24.2% | -15.3% | +15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling