-25.3%
CRCL vs IBB
+69.8%
-95.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.1% |
| 7D | -8.4% | -0.5% | -7.8% | -7.8% |
| 30D | -21.8% | +4.6% | -26.4% | -25.0% |
| 3M | -17.5% | +6.8% | -24.3% | -22.6% |
| 6M | -50.9% | +23.1% | -74.0% | -60.2% |
| YTD | -21.6% | +26.0% | -47.6% | -38.9% |
| 1Y | -24.5% | +30.4% | -54.8% | -43.1% |
| All | -25.3% | +69.8% | -95.0% | -42.3% |
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