+8.9%
CRCL vs LUMN
+77.5%
-68.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | -0.1% |
| 7D | -11.2% | +2.5% | -13.7% | -11.7% |
| 30D | +27.1% | +10.3% | +16.8% | +24.5% |
| 3M | +9.6% | -18.3% | +27.9% | +13.2% |
| 6M | -19.7% | +4.4% | -24.0% | -19.7% |
| YTD | +14.2% | -10.7% | +24.9% | +14.2% |
| 1Y | -32.2% | +14.0% | -46.2% | -30.4% |
| All | +8.9% | +77.5% | -68.6% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 10y: compounded portfolio wealth divided by compounded LUMN 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…
10y analysis · Full analysis span regression · 6 months rolling