+47.0%
LLY vs CRCL
+31.3%
+15.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.6% |
| 7D | -2.9% | -11.2% | +8.3% | -3.0% |
| 30D | -8.4% | +27.1% | -35.5% | -8.3% |
| 3M | -3.8% | +9.6% | -13.4% | -3.7% |
| 6M | +11.9% | -19.7% | +31.6% | +11.9% |
| YTD | +4.3% | +14.2% | -9.9% | +4.8% |
| 1Y | +48.5% | -32.2% | +80.7% | +48.8% |
| All | +47.0% | +31.3% | +15.7% | +51.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling