+8.9%
CRCL vs IAU
+28.3%
-19.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | 0.0% |
| 7D | -11.2% | -2.0% | -9.2% | -10.1% |
| 30D | +27.1% | -1.5% | +28.6% | +29.1% |
| 3M | +9.6% | +3.3% | +6.4% | +8.8% |
| 6M | -19.7% | -16.2% | -3.5% | -16.4% |
| YTD | +14.2% | +0.7% | +13.6% | +25.1% |
| 1Y | -32.2% | +19.2% | -51.5% | -11.0% |
| All | +8.9% | +28.3% | -19.4% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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