+55.2%
LSCC vs LII
-27.8%
+83.1%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -2.8% | -5.8% | -7.4% |
| 7D | -4.8% | +0.2% | -5.0% | -4.9% |
| 30D | -27.1% | -4.6% | -22.5% | -26.2% |
| 3M | -23.6% | -21.7% | -1.9% | -14.5% |
| 6M | -19.8% | -32.8% | +13.0% | -4.7% |
| YTD | +33.2% | -27.5% | +60.7% | +45.0% |
| 1Y | +55.2% | -28.0% | +83.2% | +71.0% |
| All | +55.2% | -27.8% | +83.1% | +71.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling