-23.4%
RCL vs LII
-32.7%
+9.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.3% |
| 7D | -0.5% | +2.1% | -2.6% | -1.3% |
| 30D | -17.3% | -12.4% | -4.9% | -13.1% |
| 3M | -2.8% | -24.8% | +22.0% | +5.5% |
| 6M | -4.4% | -25.2% | +20.8% | +3.1% |
| YTD | -4.2% | -20.3% | +16.1% | -0.3% |
| 1Y | -23.4% | -32.9% | +9.6% | -18.1% |
| All | -23.4% | -32.7% | +9.4% | -18.1% |
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