+9,740.1%
LNG vs LII
+2,806.7%
+6,933.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.8% | +3.0% | +3.5% |
| 7D | +4.5% | -2.3% | +6.8% | +5.3% |
| 30D | +8.0% | -1.7% | +9.7% | +8.1% |
| 3M | +15.0% | -18.3% | +33.3% | +22.0% |
| 6M | +27.1% | -32.3% | +59.4% | +40.4% |
| YTD | +58.1% | -27.1% | +85.2% | +67.9% |
| 1Y | +45.0% | -27.2% | +72.2% | +53.6% |
| 3Y | +82.6% | -8.9% | +91.6% | +71.6% |
| 5Y | +206.8% | +19.7% | +187.2% | +150.9% |
| 10Y | +796.3% | +168.9% | +627.4% | +414.4% |
| All | +9,740.1% | +2,806.7% | +6,933.4% | +2,759.8% |
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