+8.9%
CRCL vs IVZ
+133.1%
-124.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.8% | -0.5% |
| 7D | -11.2% | -2.4% | -8.8% | -9.6% |
| 30D | +27.1% | +3.0% | +24.1% | +25.0% |
| 3M | +9.6% | +14.9% | -5.2% | -0.1% |
| 6M | -19.7% | +36.7% | -56.4% | -34.1% |
| YTD | +14.2% | +25.7% | -11.4% | -0.8% |
| 1Y | -32.2% | +47.7% | -79.9% | -43.5% |
| All | +8.9% | +133.1% | -124.2% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 3y: compounded portfolio wealth divided by compounded IVZ 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…
3y analysis · Full analysis span regression · 6 months rolling