+82.0%
LSCC vs LII
+25.3%
+56.7%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.2% |
| 7D | +1.3% | -0.7% | +2.0% | +1.7% |
| 30D | -9.7% | -12.6% | +2.9% | -1.4% |
| 3M | -23.7% | -24.4% | +0.7% | -10.2% |
| 6M | +26.5% | -28.7% | +55.2% | +54.7% |
| YTD | +57.5% | -19.1% | +76.7% | +74.4% |
| 1Y | +75.7% | -29.7% | +105.4% | +113.9% |
| 3Y | +19.5% | +4.8% | +14.7% | +7.5% |
| All | +82.0% | +25.3% | +56.7% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling