+64.3%
CVX vs CRCL
+31.3%
+33.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | +2.6% | -11.2% | +13.8% | +2.6% |
| 30D | +9.8% | +27.1% | -17.3% | +9.7% |
| 3M | +16.2% | +9.6% | +6.6% | +16.2% |
| 6M | +13.6% | -19.7% | +33.3% | +13.7% |
| YTD | +44.4% | +14.2% | +30.1% | +43.7% |
| 1Y | +40.6% | -32.2% | +72.8% | +40.7% |
| All | +64.3% | +31.3% | +33.0% | +61.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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