-31.6%
CRCL vs OVV
+75.2%
-106.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.6% | +6.8% | +1.2% |
| 7D | -6.8% | -12.1% | +5.3% | -6.7% |
| 30D | -8.6% | +2.9% | -11.5% | -9.2% |
| 3M | +20.3% | +3.7% | +16.7% | +19.5% |
| 6M | -36.3% | +0.6% | -36.9% | -36.9% |
| YTD | -4.0% | +62.5% | -66.5% | -16.9% |
| 1Y | -31.6% | +72.0% | -103.6% | -45.9% |
| All | -31.6% | +75.2% | -106.7% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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