-20.6%
CRCL vs OVV
+57.8%
-78.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.8% |
| 7D | -12.5% | -2.9% | -9.6% | -12.4% |
| 30D | +26.9% | +0.9% | +26.1% | +26.8% |
| 3M | +14.4% | +11.0% | +3.4% | +12.9% |
| 6M | -23.5% | +22.3% | -45.8% | -25.8% |
| YTD | +13.9% | +65.1% | -51.2% | +2.8% |
| 1Y | -20.6% | +53.1% | -73.7% | -34.2% |
| All | -20.6% | +57.8% | -78.4% | -34.2% |
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