+176.4%
CNC vs LII
+169.1%
+7.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.1% |
| 7D | +2.2% | +2.9% | -0.7% | +1.4% |
| 30D | +1.6% | +0.9% | +0.7% | +1.2% |
| 3M | +7.9% | -15.5% | +23.4% | +12.6% |
| 6M | +21.2% | -30.2% | +51.4% | +31.4% |
| YTD | +73.2% | -26.8% | +100.0% | +84.0% |
| 1Y | +97.5% | -25.3% | +122.8% | +108.5% |
| 3Y | -1.2% | -7.8% | +6.5% | -7.0% |
| 5Y | -6.1% | +17.0% | -23.0% | -21.0% |
| All | +176.4% | +169.1% | +7.3% | +58.3% |
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