+8.5%
CRCL vs IBB
+61.9%
-53.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.4% | -1.5% | -1.4% |
| 7D | -12.5% | -5.2% | -7.3% | -7.5% |
| 30D | +26.9% | +1.5% | +25.5% | +25.2% |
| 3M | +14.4% | +22.1% | -7.7% | -7.4% |
| 6M | -23.5% | +17.7% | -41.2% | -35.4% |
| YTD | +13.9% | +20.2% | -6.3% | -7.1% |
| 1Y | -20.6% | +44.4% | -65.0% | -44.7% |
| All | +8.5% | +61.9% | -53.4% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling