+1,379.1%
LSCC vs LII
+170.7%
+1,208.4%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +2.2% | +6.3% | +7.2% |
| 7D | +19.3% | -1.2% | +20.5% | +20.1% |
| 30D | -9.6% | -2.0% | -7.7% | -9.8% |
| 3M | -12.4% | -20.2% | +7.8% | -1.3% |
| 6M | -10.5% | -32.5% | +22.1% | +9.5% |
| YTD | +54.8% | -27.4% | +82.2% | +79.5% |
| 1Y | +79.4% | -28.2% | +107.5% | +109.4% |
| 3Y | +109.6% | -7.2% | +116.8% | +111.7% |
| 5Y | +40.4% | +19.9% | +20.5% | +18.3% |
| 10Y | +1,379.1% | +168.6% | +1,210.5% | +875.4% |
| All | +1,379.1% | +170.7% | +1,208.4% | +875.4% |
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