+66.6%
CSCO vs LII
-32.7%
+99.3%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.3% | +0.1% |
| 7D | -0.5% | +2.1% | -2.6% | -0.8% |
| 30D | -10.1% | -12.4% | +2.3% | -8.7% |
| 3M | -11.7% | -24.8% | +13.1% | -8.9% |
| 6M | +40.1% | -25.2% | +65.3% | +44.2% |
| YTD | +43.8% | -20.3% | +64.0% | +47.0% |
| 1Y | +66.6% | -32.9% | +99.6% | +73.1% |
| All | +66.6% | -32.7% | +99.3% | +73.1% |
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