-13.1%
CRCL vs ROIV
+177.7%
-190.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.7% | -1.9% |
| 7D | +17.1% | +0.6% | +16.5% | +16.8% |
| 30D | +61.3% | +1.0% | +60.3% | +60.3% |
| 3M | +12.7% | +18.3% | -5.6% | +2.4% |
| 6M | -3.1% | +18.3% | -21.4% | -12.7% |
| YTD | +28.7% | +61.0% | -32.3% | -3.3% |
| 1Y | -13.1% | +177.9% | -191.0% | -47.8% |
| All | -13.1% | +177.7% | -190.8% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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