+17.0%
CRCL vs INVH
-12.5%
+29.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +7.5% |
| 7D | -4.5% | -2.8% | -1.7% | -4.4% |
| 30D | +36.1% | -8.9% | +45.0% | +36.7% |
| 3M | +25.2% | -6.1% | +31.2% | +25.5% |
| 6M | -15.6% | +12.9% | -28.5% | -20.9% |
| YTD | +22.8% | +1.5% | +21.3% | +21.8% |
| 1Y | -22.3% | -4.6% | -17.6% | -13.5% |
| All | +17.0% | -12.5% | +29.6% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 10y: compounded portfolio wealth divided by compounded INVH 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…
10y analysis · Full analysis span regression · 6 months rolling