-32.2%
CRCL vs VLO
+152.2%
-184.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | +0.2% |
| 7D | -11.2% | +5.3% | -16.5% | -11.7% |
| 30D | +27.1% | +18.2% | +8.9% | +24.7% |
| 3M | +9.6% | +53.3% | -43.7% | +5.0% |
| 6M | -19.7% | +70.4% | -90.1% | -25.3% |
| YTD | +14.2% | +143.4% | -129.1% | -3.9% |
| 1Y | -32.2% | +153.0% | -185.2% | -39.8% |
| All | -32.2% | +152.2% | -184.4% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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