+726.7%
LNG vs LII
+166.2%
+560.4%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.4% | +3.4% | +3.1% |
| 7D | -5.5% | +0.4% | -5.9% | -5.6% |
| 30D | +5.7% | -2.4% | +8.1% | +5.9% |
| 3M | +10.7% | -17.5% | +28.2% | +14.3% |
| 6M | +23.1% | -32.8% | +55.9% | +30.4% |
| YTD | +52.4% | -27.7% | +80.1% | +57.6% |
| 1Y | +40.0% | -28.1% | +68.1% | +44.8% |
| 3Y | +76.0% | -9.7% | +85.7% | +66.2% |
| 5Y | +194.7% | +19.5% | +175.2% | +151.2% |
| 10Y | +726.7% | +170.6% | +556.1% | +470.7% |
| All | +726.7% | +166.2% | +560.4% | +470.7% |
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 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