+15.6%
CRCL vs IOVA
+372.8%
-357.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.0% | -4.7% | -5.6% |
| 7D | +7.5% | +5.1% | +2.4% | +6.9% |
| 30D | +44.3% | +37.2% | +7.0% | +39.5% |
| 3M | +16.5% | +117.5% | -101.0% | +6.5% |
| 6M | -5.6% | +69.6% | -75.2% | -12.8% |
| YTD | +21.3% | +218.7% | -197.4% | +6.0% |
| 1Y | -14.5% | +265.5% | -280.0% | -25.1% |
| All | +15.6% | +372.8% | -357.3% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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