+2.0%
LII vs SCCO
+210.1%
-208.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.9% | -6.3% | -2.6% |
| 7D | +2.1% | +3.4% | -1.3% | +1.2% |
| 30D | -12.4% | +6.6% | -19.0% | -14.1% |
| 3M | -24.8% | +24.5% | -49.3% | -29.4% |
| 6M | -25.2% | +16.5% | -41.7% | -29.1% |
| YTD | -20.3% | +52.1% | -72.4% | -30.3% |
| 1Y | -32.9% | +114.2% | -147.1% | -46.7% |
| 3Y | +2.0% | +207.4% | -205.4% | -30.0% |
| All | +2.0% | +210.1% | -208.1% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SCCO 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling