+8.9%
CRCL vs LEN
-25.8%
+34.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.9% | +0.4% |
| 7D | -11.2% | -4.8% | -6.5% | -11.4% |
| 30D | +27.1% | -6.6% | +33.7% | +26.5% |
| 3M | +9.6% | -15.7% | +25.3% | +8.3% |
| 6M | -19.7% | -16.6% | -3.0% | -21.2% |
| YTD | +14.2% | -21.3% | +35.6% | +8.2% |
| 1Y | -32.2% | -42.0% | +9.8% | -39.3% |
| All | +8.9% | -25.8% | +34.7% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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