+19.5%
LSCC vs LII
+22.0%
-2.5%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -2.8% | -5.8% | -6.7% |
| 7D | -4.8% | +0.2% | -5.0% | -4.9% |
| 30D | -27.1% | -4.6% | -22.5% | -25.9% |
| 3M | -23.6% | -21.7% | -1.9% | -11.5% |
| 6M | -19.8% | -32.8% | +13.0% | +0.7% |
| YTD | +33.2% | -27.5% | +60.7% | +56.4% |
| 1Y | +55.2% | -28.0% | +83.2% | +83.1% |
| 3Y | +70.1% | -7.2% | +77.3% | +64.3% |
| 5Y | +19.5% | +22.6% | -3.1% | -15.2% |
| All | +19.5% | +22.0% | -2.5% | -15.2% |
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 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