-23.3%
CRCL vs IP
-24.2%
+0.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.1% | -2.8% | -4.4% |
| 7D | -8.1% | -0.9% | -7.3% | -7.9% |
| 30D | -24.3% | +6.7% | -31.0% | -25.6% |
| 3M | -10.5% | -16.6% | +6.1% | -7.1% |
| 6M | -48.4% | +6.0% | -54.4% | -49.8% |
| YTD | -19.5% | -10.7% | -8.8% | -18.6% |
| 1Y | -26.0% | -6.7% | -19.4% | -26.7% |
| All | -23.3% | -24.2% | +0.9% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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