+8.9%
CRCL vs IAG
+166.6%
-157.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.1% |
| 7D | -11.2% | -1.1% | -10.1% | -10.9% |
| 30D | +27.1% | +12.1% | +15.0% | +23.7% |
| 3M | +9.6% | +25.5% | -15.9% | +3.3% |
| 6M | -19.7% | -7.1% | -12.6% | -21.5% |
| YTD | +14.2% | +22.9% | -8.6% | +10.0% |
| 1Y | -32.2% | +83.3% | -115.6% | -32.7% |
| All | +8.9% | +166.6% | -157.7% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling