+88.7%
RIG vs LII
-28.2%
+116.9%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.2% | -4.0% | -2.9% |
| 7D | +0.9% | -0.7% | +1.6% | +0.9% |
| 30D | +13.8% | -12.6% | +26.4% | +14.9% |
| 3M | -6.4% | -24.4% | +18.0% | -4.6% |
| 6M | -8.2% | -28.7% | +20.5% | -3.8% |
| YTD | +41.6% | -19.1% | +60.8% | +44.5% |
| 1Y | +88.7% | -29.7% | +118.4% | +93.3% |
| All | +88.7% | -28.2% | +116.9% | +93.3% |
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