+11.7%
CRCL vs LII
-32.3%
+44.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.4% | -0.9% | -2.7% |
| 7D | +4.9% | +0.5% | +4.4% | +4.9% |
| 30D | +38.7% | -11.2% | +49.9% | +42.3% |
| 3M | +14.7% | -28.8% | +43.5% | +22.6% |
| 6M | -16.9% | -26.9% | +10.1% | -12.2% |
| YTD | +17.3% | -22.2% | +39.5% | +15.9% |
| 1Y | -21.2% | -32.0% | +10.8% | -17.5% |
| All | +11.7% | -32.3% | +44.0% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling