-18.4%
CRCL vs LIN
+10.5%
-29.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.5% |
| 7D | -6.4% | +0.2% | -6.6% | -6.4% |
| 30D | -16.0% | +6.5% | -22.5% | -15.1% |
| 3M | +7.3% | +5.5% | +1.8% | +8.4% |
| 6M | -44.3% | +3.3% | -47.6% | -43.9% |
| YTD | -14.4% | +22.0% | -36.4% | -18.7% |
| 1Y | -32.1% | +25.7% | -57.9% | -36.3% |
| All | -18.4% | +10.5% | -29.0% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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