+78.1%
CRL vs IBN
-8.6%
+86.7%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.8% |
| 7D | -6.9% | -5.5% | -1.5% | -5.4% |
| 30D | -3.2% | -3.4% | +0.2% | -2.2% |
| 3M | +46.5% | +8.7% | +37.9% | +43.3% |
| 6M | +63.1% | +3.7% | +59.4% | +59.5% |
| YTD | +36.9% | -2.4% | +39.2% | +34.2% |
| 1Y | +78.1% | -8.1% | +86.2% | +72.7% |
| All | +78.1% | -8.6% | +86.7% | +72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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