+71.6%
CRH vs LII
-3.5%
+75.2%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.8% |
| 7D | -6.1% | -6.3% | +0.2% | -3.2% |
| 30D | -9.3% | -13.0% | +3.8% | -3.4% |
| 3M | -15.2% | -29.0% | +13.8% | -2.6% |
| 6M | -14.2% | -27.7% | +13.5% | -2.8% |
| YTD | -28.3% | -24.2% | -4.0% | -20.7% |
| 1Y | -21.8% | -34.8% | +13.0% | -7.7% |
| 3Y | +71.6% | -4.2% | +75.8% | +66.2% |
| All | +71.6% | -3.5% | +75.2% | +66.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling