-32.2%
CRCL vs HL
+82.6%
-114.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.7% |
| 7D | -11.2% | -4.4% | -6.9% | -9.9% |
| 30D | +27.1% | +9.3% | +17.8% | +23.6% |
| 3M | +9.6% | +32.0% | -22.3% | +0.6% |
| 6M | -19.7% | -6.4% | -13.2% | -21.0% |
| YTD | +14.2% | +3.1% | +11.1% | +10.0% |
| 1Y | -32.2% | +77.6% | -109.8% | -34.3% |
| All | -32.2% | +82.6% | -114.9% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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