+1,276.1%
CRDO vs LII
+42.4%
+1,233.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.8% | -3.7% | -4.1% |
| 7D | -2.4% | -3.5% | +1.1% | -0.3% |
| 30D | -35.3% | -13.5% | -21.8% | -29.8% |
| 3M | -32.6% | -26.0% | -6.5% | -21.3% |
| 6M | +42.7% | -26.8% | +69.5% | +66.6% |
| YTD | +11.4% | -22.9% | +34.3% | +23.1% |
| 1Y | -2.2% | -32.6% | +30.4% | +17.3% |
| 3Y | +912.1% | -1.3% | +913.3% | +833.6% |
| All | +1,276.1% | +42.4% | +1,233.7% | +795.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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