+15.6%
CRCL vs LBRT
+81.4%
-65.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +3.9% | -9.7% | -6.4% |
| 7D | +7.5% | +6.9% | +0.5% | +6.3% |
| 30D | +44.3% | +7.8% | +36.5% | +42.1% |
| 3M | +16.5% | -25.3% | +41.8% | +21.3% |
| 6M | -5.6% | -19.6% | +13.9% | -2.8% |
| YTD | +21.3% | +17.2% | +4.1% | +16.8% |
| 1Y | -14.5% | +114.1% | -128.6% | -26.2% |
| All | +15.6% | +81.4% | -65.9% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LBRT.
Daily Out/Under-Performance
Portfolio return minus LBRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LBRT 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 LBRT 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