+15.6%
CRCL vs IWD
+37.6%
-22.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.8% | -4.9% | -3.8% |
| 7D | +7.5% | -0.2% | +7.7% | +8.3% |
| 30D | +44.3% | -0.8% | +45.1% | +47.0% |
| 3M | +16.5% | +8.0% | +8.5% | -4.7% |
| 6M | -5.6% | +18.2% | -23.8% | -39.9% |
| YTD | +21.3% | +22.3% | -1.0% | -31.6% |
| 1Y | -14.5% | +28.9% | -43.4% | -59.0% |
| All | +15.6% | +37.6% | -22.0% | -44.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling