-25.3%
CRCL vs OVV
+80.3%
-105.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.6% |
| 7D | -8.4% | +8.0% | -16.4% | -9.0% |
| 30D | -21.8% | -2.0% | -19.8% | -21.9% |
| 3M | -17.5% | +5.4% | -22.9% | -18.3% |
| 6M | -50.9% | +14.3% | -65.1% | -52.1% |
| YTD | -21.6% | +69.4% | -91.0% | -31.2% |
| 1Y | -24.5% | +72.4% | -96.8% | -33.9% |
| All | -25.3% | +80.3% | -105.6% | -41.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling