+893.1%
RCL vs LII
+2,790.7%
-1,897.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.3% | -1.7% |
| 7D | +3.9% | +0.2% | +3.7% | +3.9% |
| 30D | +11.8% | -4.6% | +16.4% | +14.0% |
| 3M | -0.8% | -21.7% | +20.8% | +11.6% |
| 6M | +23.6% | -32.8% | +56.4% | +47.6% |
| YTD | +17.6% | -27.5% | +45.1% | +33.9% |
| 1Y | +28.3% | -28.0% | +56.2% | +46.4% |
| 3Y | +261.4% | -7.2% | +268.7% | +251.4% |
| 5Y | +245.3% | +22.6% | +222.7% | +186.6% |
| 10Y | +381.8% | +171.5% | +210.3% | +172.2% |
| All | +893.1% | +2,790.7% | -1,897.5% | +86.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling