+8.9%
CRCL vs IBKR
+78.2%
-69.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | -1.7% |
| 7D | -11.2% | -1.3% | -9.9% | -10.0% |
| 30D | +27.1% | -0.2% | +27.3% | +28.1% |
| 3M | +9.6% | +3.0% | +6.7% | +7.5% |
| 6M | -19.7% | +33.9% | -53.5% | -36.7% |
| YTD | +14.2% | +42.5% | -28.3% | -12.6% |
| 1Y | -32.2% | +44.9% | -77.1% | -46.0% |
| All | +8.9% | +78.2% | -69.3% | +19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling