+11.7%
CRCL vs VLO
+214.7%
-202.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.9% | -3.4% |
| 7D | +4.9% | +6.2% | -1.3% | +4.6% |
| 30D | +38.7% | +23.5% | +15.2% | +37.0% |
| 3M | +14.7% | +53.9% | -39.2% | +12.5% |
| 6M | -16.9% | +81.7% | -98.5% | -20.5% |
| YTD | +17.3% | +142.5% | -125.2% | +9.0% |
| 1Y | -21.2% | +145.4% | -166.6% | -25.4% |
| All | +11.7% | +214.7% | -202.9% | +12.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling