-31.6%
CRCL vs ROIV
+97.8%
-129.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.1% | -4.9% | -1.2% |
| 7D | -6.8% | +3.0% | -9.9% | -8.0% |
| 30D | -8.6% | +6.8% | -15.5% | -11.0% |
| 3M | +20.3% | +10.5% | +9.8% | +14.2% |
| 6M | -36.3% | +34.8% | -71.1% | -46.5% |
| YTD | -4.0% | +76.2% | -80.2% | -31.6% |
| 1Y | -31.6% | +92.4% | -124.0% | -52.4% |
| All | -31.6% | +97.8% | -129.4% | -52.4% |
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