-13.1%
CRCL vs IJR
+25.5%
-38.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.7% |
| 7D | +17.1% | -0.2% | +17.3% | +17.4% |
| 30D | +61.3% | -2.4% | +63.7% | +67.9% |
| 3M | +12.7% | +3.9% | +8.8% | +5.2% |
| 6M | -3.1% | +12.4% | -15.5% | -22.4% |
| YTD | +28.7% | +21.5% | +7.2% | -15.0% |
| 1Y | -13.1% | +24.0% | -37.1% | -43.4% |
| All | -13.1% | +25.5% | -38.6% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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