+8.5%
CRCL vs HL
+210.4%
-201.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.0% | +1.1% | -2.0% |
| 7D | -12.5% | -5.6% | -6.9% | -11.4% |
| 30D | +26.9% | +12.7% | +14.2% | +24.1% |
| 3M | +14.4% | +42.5% | -28.1% | +7.7% |
| 6M | -23.5% | -9.0% | -14.5% | -25.8% |
| YTD | +13.9% | +4.4% | +9.5% | +13.3% |
| 1Y | -20.6% | +82.7% | -103.2% | -5.0% |
| All | +8.5% | +210.4% | -201.8% | +77.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling