+29.4%
IVV vs CRCL
-9.9%
+39.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | -0.3% |
| 7D | +2.6% | -8.4% | +10.9% | +2.9% |
| 30D | -2.0% | -21.8% | +19.8% | -1.1% |
| 3M | -2.8% | -17.5% | +14.7% | -2.2% |
| 6M | +2.2% | -50.9% | +53.0% | +4.1% |
| YTD | +11.5% | -21.6% | +33.1% | +11.3% |
| 1Y | +13.5% | -24.5% | +38.0% | +13.2% |
| All | +29.4% | -9.9% | +39.3% | +31.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling