+630.2%
LITE vs CRCL
-2.1%
+632.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.5% | +11.2% | +10.7% |
| 7D | -12.9% | -6.3% | -6.6% | -12.0% |
| 30D | -46.0% | -20.1% | -25.9% | -44.5% |
| 3M | -33.0% | +1.3% | -34.4% | -33.7% |
| 6M | -34.0% | -40.6% | +6.5% | -31.2% |
| YTD | +61.7% | -14.8% | +76.5% | +62.4% |
| 1Y | +148.3% | -34.5% | +182.8% | +151.6% |
| All | +630.2% | -2.1% | +632.3% | +664.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling