-14.5%
CRCL vs IP
-21.3%
+6.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.0% | -3.7% | -5.2% |
| 7D | +7.5% | +0.1% | +7.4% | +7.5% |
| 30D | +44.3% | -11.2% | +55.5% | +48.8% |
| 3M | +16.5% | +12.3% | +4.2% | +10.8% |
| 6M | -5.6% | -5.2% | -0.4% | -4.4% |
| YTD | +21.3% | -4.0% | +25.2% | +19.7% |
| 1Y | -14.5% | -19.2% | +4.7% | -3.3% |
| All | -14.5% | -21.3% | +6.8% | -3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling