+57.5%
SCHW vs LII
+21.2%
+36.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.3% |
| 7D | -1.6% | +0.5% | -2.0% | -1.7% |
| 30D | -1.1% | -11.2% | +10.2% | +1.8% |
| 3M | +20.4% | -28.8% | +49.2% | +29.4% |
| 6M | +13.6% | -26.9% | +40.5% | +20.4% |
| YTD | +7.7% | -22.2% | +29.9% | +11.1% |
| 1Y | +15.2% | -32.0% | +47.2% | +23.6% |
| 3Y | +87.1% | -0.4% | +87.6% | +64.1% |
| 5Y | +57.5% | +22.4% | +35.0% | +29.5% |
| All | +57.5% | +21.2% | +36.3% | +29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling