+8.9%
CRCL vs MOH
-30.0%
+38.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.0% | -1.7% | +0.2% |
| 7D | -11.2% | +1.7% | -12.9% | -11.3% |
| 30D | +27.1% | -0.9% | +28.0% | +27.1% |
| 3M | +9.6% | +5.7% | +3.9% | +9.4% |
| 6M | -19.7% | +39.1% | -58.8% | -20.8% |
| YTD | +14.2% | +17.7% | -3.4% | +12.7% |
| 1Y | -32.2% | +8.4% | -40.6% | -32.7% |
| All | +8.9% | -30.0% | +38.9% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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