-38.5%
CRCL vs IBKR
+2.6%
-41.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -6.6% | -2.1% | -1.4% |
| 7D | -13.1% | -11.1% | -2.1% | -0.8% |
| 30D | -17.4% | -19.7% | +2.3% | +5.7% |
| 3M | +9.8% | -18.0% | +27.8% | +38.3% |
| 6M | -39.2% | -13.2% | -26.0% | -27.6% |
| YTD | -12.4% | +13.4% | -25.8% | -20.4% |
| 1Y | -38.5% | +2.0% | -40.5% | -39.5% |
| All | -38.5% | +2.6% | -41.1% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 1y: compounded portfolio wealth divided by compounded IBKR 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…
1y analysis · Full analysis span regression · 6 months rolling