-25.3%
CRCL vs LII
-36.4%
+11.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.7% | -2.8% |
| 7D | -8.4% | +2.9% | -11.3% | -9.1% |
| 30D | -21.8% | +0.9% | -22.7% | -22.1% |
| 3M | -17.5% | -15.5% | -2.0% | -14.4% |
| 6M | -50.9% | -30.2% | -20.7% | -47.4% |
| YTD | -21.6% | -26.8% | +5.3% | -21.4% |
| 1Y | -24.5% | -25.3% | +0.8% | -24.9% |
| All | -25.3% | -36.4% | +11.1% | -19.2% |
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