+29.7%
RCL vs LII
-27.8%
+57.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.8% | -2.2% | -1.7% |
| 7D | +0.6% | -2.3% | +2.9% | +1.5% |
| 30D | +19.4% | -1.7% | +21.1% | +19.6% |
| 3M | +9.8% | -18.3% | +28.1% | +17.8% |
| 6M | +28.6% | -32.3% | +61.0% | +44.5% |
| YTD | +22.2% | -27.1% | +49.3% | +27.9% |
| 1Y | +29.7% | -27.2% | +56.9% | +35.8% |
| All | +29.7% | -27.8% | +57.5% | +35.8% |
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