+8.5%
CRCL vs LII
-32.9%
+41.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.0% | -2.7% |
| 7D | -12.5% | -3.5% | -9.0% | -11.7% |
| 30D | +26.9% | -13.5% | +40.4% | +31.0% |
| 3M | +14.4% | -26.0% | +40.4% | +20.8% |
| 6M | -23.5% | -26.8% | +3.3% | -19.4% |
| YTD | +13.9% | -22.9% | +36.7% | +12.8% |
| 1Y | -20.6% | -32.6% | +12.1% | -16.6% |
| All | +8.5% | -32.9% | +41.4% | +15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling