+654.3%
LSCC vs LII
+2,874.9%
-2,220.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.6% | -2.3% | -0.6% |
| 7D | +3.0% | +7.9% | -5.0% | -1.2% |
| 30D | -19.3% | -0.6% | -18.7% | -20.0% |
| 3M | -22.3% | -19.3% | -2.9% | -14.4% |
| 6M | -14.6% | -29.8% | +15.3% | -0.3% |
| YTD | +45.8% | -25.4% | +71.2% | +64.1% |
| 1Y | +69.6% | -26.2% | +95.8% | +92.1% |
| 3Y | +86.1% | -4.5% | +90.6% | +85.7% |
| 5Y | +30.7% | +26.7% | +4.1% | +12.1% |
| 10Y | +1,283.9% | +179.5% | +1,104.4% | +670.9% |
| All | +654.3% | +2,874.9% | -2,220.7% | +5.0% |
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 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