+1,327.0%
CRS vs LII
+167.7%
+1,159.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.2% | -2.7% |
| 7D | -3.1% | +2.1% | -5.2% | -4.2% |
| 30D | -19.6% | -12.4% | -7.2% | -13.2% |
| 3M | -8.1% | -24.8% | +16.7% | +6.3% |
| 6M | +18.6% | -25.2% | +43.7% | +36.9% |
| YTD | +45.9% | -20.3% | +66.1% | +60.5% |
| 1Y | +82.5% | -32.9% | +115.4% | +121.9% |
| 3Y | +648.9% | +2.0% | +646.9% | +548.7% |
| 5Y | +1,438.1% | +24.4% | +1,413.7% | +1,030.5% |
| 10Y | +1,327.0% | +167.2% | +1,159.8% | +558.3% |
| All | +1,327.0% | +167.7% | +1,159.3% | +558.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling