+17.6%
IVV vs CRCL
-24.7%
+42.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.4% |
| 7D | -2.0% | -12.5% | +10.5% | -1.3% |
| 30D | -1.6% | +26.9% | -28.6% | -3.1% |
| 3M | +4.8% | +14.4% | -9.7% | +3.5% |
| 6M | +12.6% | -23.5% | +36.1% | +12.8% |
| YTD | +11.8% | +13.9% | -2.1% | +8.9% |
| 1Y | +17.6% | -20.6% | +38.1% | +18.0% |
| All | +17.6% | -24.7% | +42.3% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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