-8.1%
MCD vs LII
-27.8%
+19.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.8% | -3.4% | -2.7% |
| 7D | -1.9% | -2.3% | +0.4% | -1.7% |
| 30D | +16.6% | -1.7% | +18.3% | +16.6% |
| 3M | +0.9% | -18.3% | +19.2% | +2.2% |
| 6M | +1.5% | -32.3% | +33.8% | +3.7% |
| YTD | -8.3% | -27.1% | +18.8% | -8.2% |
| 1Y | -8.1% | -27.2% | +19.1% | -8.6% |
| All | -8.1% | -27.8% | +19.6% | -8.6% |
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