+8.5%
CRCL vs VLO
+211.8%
-203.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.8% |
| 7D | -12.5% | +4.0% | -16.5% | -12.7% |
| 30D | +26.9% | +19.0% | +7.9% | +25.7% |
| 3M | +14.4% | +50.0% | -35.5% | +12.4% |
| 6M | -23.5% | +79.1% | -102.7% | -26.8% |
| YTD | +13.9% | +140.3% | -126.4% | +5.9% |
| 1Y | -20.6% | +148.3% | -168.9% | -24.5% |
| All | +8.5% | +211.8% | -203.3% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling