+11.7%
CRCL vs IAU
+29.8%
-18.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.2% | -3.9% |
| 7D | +4.9% | +0.2% | +4.7% | +5.0% |
| 30D | +38.7% | +0.2% | +38.5% | +39.4% |
| 3M | +14.7% | +3.3% | +11.4% | +13.4% |
| 6M | -16.9% | -14.6% | -2.3% | -14.2% |
| YTD | +17.3% | +1.9% | +15.4% | +27.4% |
| 1Y | -21.2% | +20.9% | -42.1% | +2.9% |
| All | +11.7% | +29.8% | -18.1% | +61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling