-31.6%
CRCL vs LII
-26.0%
-5.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.6% | -2.4% | +0.5% |
| 7D | -6.8% | +7.9% | -14.8% | -8.2% |
| 30D | -8.6% | -0.6% | -8.0% | -8.6% |
| 3M | +20.3% | -19.3% | +39.7% | +24.1% |
| 6M | -36.3% | -29.8% | -6.5% | -33.0% |
| YTD | -4.0% | -25.4% | +21.4% | -15.6% |
| 1Y | -31.6% | -26.2% | -5.4% | -38.5% |
| All | -31.6% | -26.0% | -5.6% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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