+1,046.1%
LITE vs CRCL
+30.9%
+1,015.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.9% | -2.5% | -5.1% |
| 7D | +10.4% | -12.5% | +22.9% | +12.0% |
| 30D | +14.0% | +26.9% | -12.9% | +10.4% |
| 3M | +9.7% | +14.4% | -4.8% | +6.9% |
| 6M | +39.2% | -23.5% | +62.8% | +40.2% |
| YTD | +153.9% | +13.9% | +140.0% | +147.2% |
| 1Y | +467.5% | -20.6% | +488.1% | +463.9% |
| All | +1,046.1% | +30.9% | +1,015.2% | +1,063.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 CRCL 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