-25.3%
CRCL vs ROIV
+252.0%
-277.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.4% | -2.1% |
| 7D | -8.4% | +1.7% | -10.0% | -9.0% |
| 30D | -21.8% | +17.6% | -39.4% | -26.6% |
| 3M | -17.5% | +9.0% | -26.4% | -20.8% |
| 6M | -50.9% | +35.3% | -86.1% | -58.2% |
| YTD | -21.6% | +82.2% | -103.7% | -42.9% |
| 1Y | -24.5% | +92.3% | -116.7% | -45.9% |
| All | -25.3% | +252.0% | -277.3% | -55.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling