+30.8%
RCL vs LII
-28.7%
+59.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +8.5% | +0.4% | +8.1% | +8.4% |
| 30D | +20.4% | -2.4% | +22.8% | +20.9% |
| 3M | +11.0% | -17.5% | +28.5% | +18.7% |
| 6M | +24.9% | -32.8% | +57.7% | +40.6% |
| YTD | +23.9% | -27.7% | +51.6% | +30.0% |
| 1Y | +30.8% | -28.1% | +58.9% | +37.9% |
| All | +30.8% | -28.7% | +59.5% | +37.9% |
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