-13.1%
CRCL vs IAG
+119.5%
-132.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.4% |
| 7D | +17.1% | -0.5% | +17.6% | +17.5% |
| 30D | +61.3% | +28.9% | +32.4% | +49.2% |
| 3M | +12.7% | +19.1% | -6.4% | +6.3% |
| 6M | -3.1% | -10.3% | +7.2% | -4.8% |
| YTD | +28.7% | +24.2% | +4.5% | +20.5% |
| 1Y | -13.1% | +116.5% | -129.6% | -12.9% |
| All | -13.1% | +119.5% | -132.6% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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