+33.9%
CCL vs LII
+17.0%
+16.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.1% |
| 7D | -1.2% | +2.9% | -4.1% | -3.0% |
| 30D | +13.1% | +0.9% | +12.2% | +11.6% |
| 3M | +3.4% | -15.5% | +18.9% | +14.1% |
| 6M | +18.7% | -30.2% | +48.9% | +44.1% |
| YTD | -2.3% | -26.8% | +24.6% | +13.5% |
| 1Y | +14.2% | -25.3% | +39.5% | +30.5% |
| 3Y | +133.6% | -7.8% | +141.3% | +107.3% |
| All | +33.9% | +17.0% | +16.9% | -19.7% |
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