+8.9%
CRCL vs IBB
+62.1%
-53.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.2% |
| 7D | -11.2% | -4.2% | -7.0% | -7.1% |
| 30D | +27.1% | +1.1% | +26.0% | +25.8% |
| 3M | +9.6% | +19.0% | -9.4% | -8.8% |
| 6M | -19.7% | +18.9% | -38.6% | -32.7% |
| YTD | +14.2% | +20.3% | -6.1% | -6.9% |
| 1Y | -32.2% | +41.5% | -73.7% | -52.4% |
| All | +8.9% | +62.1% | -53.3% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling