+1,098.6%
LITE vs CRCL
+39.4%
+1,059.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -5.8% | +16.8% | +11.7% |
| 7D | +12.6% | +7.5% | +5.1% | +11.3% |
| 30D | +9.9% | +44.3% | -34.3% | +4.8% |
| 3M | +9.3% | +16.5% | -7.3% | +6.2% |
| 6M | +75.2% | -5.6% | +80.8% | +73.3% |
| YTD | +165.5% | +21.3% | +144.2% | +156.6% |
| 1Y | +555.0% | -14.5% | +569.5% | +546.0% |
| All | +1,098.6% | +39.4% | +1,059.2% | +1,108.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling