+2,071.0%
STX vs LII
+170.7%
+1,900.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.2% | +7.6% | +8.9% |
| 7D | -14.8% | -1.2% | -13.6% | -14.3% |
| 30D | -35.4% | -2.0% | -33.4% | -35.4% |
| 3M | -37.7% | -20.2% | -17.4% | -32.2% |
| 6M | -35.2% | -32.5% | -2.7% | -26.2% |
| YTD | +84.4% | -27.4% | +111.8% | +101.7% |
| 1Y | +82.3% | -28.2% | +110.4% | +100.4% |
| 3Y | +646.2% | -7.2% | +653.5% | +598.2% |
| 5Y | +487.4% | +19.9% | +467.5% | +368.6% |
| 10Y | +2,071.0% | +168.6% | +1,902.4% | +970.1% |
| All | +2,071.0% | +170.7% | +1,900.3% | +970.1% |
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