+28.9%
RCL vs LII
-26.1%
+55.0%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | 0.0% |
| 7D | -1.2% | +2.9% | -4.1% | -2.2% |
| 30D | +17.8% | +0.9% | +16.9% | +16.9% |
| 3M | +4.9% | -15.5% | +20.5% | +11.2% |
| 6M | +23.7% | -30.2% | +53.9% | +36.7% |
| YTD | +17.8% | -26.8% | +44.7% | +23.1% |
| 1Y | +28.9% | -25.3% | +54.2% | +32.0% |
| All | +28.9% | -26.1% | +55.0% | +32.0% |
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