+2,108.4%
STX vs LII
+172.8%
+1,935.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.8% | +9.2% | +9.7% |
| 7D | -1.0% | -2.3% | +1.3% | +0.3% |
| 30D | -26.8% | -1.7% | -25.1% | -26.8% |
| 3M | -32.7% | -18.3% | -14.4% | -27.5% |
| 6M | -33.7% | -32.3% | -1.4% | -24.6% |
| YTD | +101.0% | -27.1% | +128.1% | +119.6% |
| 1Y | +92.7% | -27.2% | +119.9% | +110.7% |
| 3Y | +708.7% | -8.9% | +717.6% | +664.1% |
| 5Y | +504.0% | +19.7% | +484.3% | +382.3% |
| 10Y | +2,108.4% | +168.9% | +1,939.5% | +968.4% |
| All | +2,108.4% | +172.8% | +1,935.5% | +968.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling