-32.2%
CRCL vs LII
-34.1%
+1.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.7% |
| 7D | -11.2% | -6.3% | -4.9% | -9.8% |
| 30D | +27.1% | -13.0% | +40.1% | +31.1% |
| 3M | +9.6% | -29.0% | +38.7% | +17.1% |
| 6M | -19.7% | -27.7% | +8.0% | -15.3% |
| YTD | +14.2% | -24.2% | +38.5% | +8.9% |
| 1Y | -32.2% | -34.8% | +2.6% | -25.8% |
| All | -32.2% | -34.1% | +1.9% | -25.8% |
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