+34.0%
CCL vs LII
+18.7%
+15.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -3.9% |
| 7D | -0.3% | -0.2% | -0.1% | -0.2% |
| 30D | +10.3% | -0.6% | +10.9% | +9.9% |
| 3M | +6.6% | -17.0% | +23.6% | +19.0% |
| 6M | +20.0% | -31.1% | +51.2% | +47.0% |
| YTD | -1.9% | -27.7% | +25.8% | +14.8% |
| 1Y | +10.4% | -26.2% | +36.6% | +27.1% |
| 3Y | +134.8% | -9.6% | +144.4% | +111.7% |
| 5Y | +34.0% | +15.7% | +18.3% | -17.4% |
| All | +34.0% | +18.7% | +15.3% | -17.4% |
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