+8.9%
CRCL vs IWD
+37.6%
-28.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -1.8% |
| 7D | -11.2% | -0.8% | -10.4% | -9.4% |
| 30D | +27.1% | -0.8% | +28.0% | +29.8% |
| 3M | +9.6% | +6.9% | +2.7% | -7.8% |
| 6M | -19.7% | +18.3% | -38.0% | -49.0% |
| YTD | +14.2% | +22.4% | -8.1% | -35.6% |
| 1Y | -32.2% | +27.4% | -59.7% | -66.5% |
| All | +8.9% | +37.6% | -28.7% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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