+22.6%
CRCL vs LBRT
+74.6%
-52.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LBRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.4% |
| 7D | +17.1% | +8.7% | +8.4% | +15.6% |
| 30D | +61.3% | +6.6% | +54.7% | +59.1% |
| 3M | +12.7% | -34.5% | +47.2% | +20.0% |
| 6M | -3.1% | -24.5% | +21.4% | +0.9% |
| YTD | +28.7% | +12.7% | +16.0% | +24.8% |
| 1Y | -13.1% | +94.8% | -108.0% | -23.3% |
| All | +22.6% | +74.6% | -52.0% | +13.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling