+106.2%
CNC vs LII
-33.3%
+139.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.4% |
| 7D | -4.9% | +0.5% | -5.3% | -4.9% |
| 30D | -3.8% | -11.2% | +7.5% | -2.1% |
| 3M | -3.2% | -28.8% | +25.6% | +1.1% |
| 6M | +47.9% | -26.9% | +74.8% | +54.1% |
| YTD | +55.7% | -22.2% | +77.9% | +60.2% |
| 1Y | +106.2% | -32.0% | +138.2% | +117.2% |
| All | +106.2% | -33.3% | +139.6% | +117.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling