+9,108.1%
LNG vs LII
+2,796.3%
+6,311.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.2% | +0.6% | +2.0% |
| 7D | -8.4% | -1.2% | -7.2% | -8.1% |
| 30D | +2.7% | -2.0% | +4.6% | +2.9% |
| 3M | +11.7% | -20.2% | +32.0% | +19.4% |
| 6M | +19.5% | -32.5% | +52.0% | +32.1% |
| YTD | +48.0% | -27.4% | +75.3% | +57.3% |
| 1Y | +38.4% | -28.2% | +66.5% | +47.3% |
| 3Y | +71.9% | -7.2% | +79.1% | +60.4% |
| 5Y | +179.9% | +19.9% | +160.0% | +128.6% |
| 10Y | +700.5% | +168.6% | +531.9% | +359.3% |
| All | +9,108.1% | +2,796.3% | +6,311.8% | +2,579.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling