+22.6%
CRCL vs OVV
+77.7%
-55.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -1.0% |
| 7D | +17.1% | +0.3% | +16.8% | +17.0% |
| 30D | +61.3% | +11.7% | +49.5% | +59.1% |
| 3M | +12.7% | +9.8% | +2.9% | +11.0% |
| 6M | -3.1% | +26.6% | -29.6% | -7.8% |
| YTD | +28.7% | +67.0% | -38.3% | +13.4% |
| 1Y | -13.1% | +55.9% | -69.1% | -23.1% |
| All | +22.6% | +77.7% | -55.1% | -3.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling