+8,757.3%
STX vs LII
+3,502.7%
+5,254.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -2.8% | -13.4% | -14.9% |
| 7D | -33.4% | +0.2% | -33.6% | -33.5% |
| 30D | -42.1% | -4.6% | -37.5% | -41.4% |
| 3M | -44.3% | -21.7% | -22.6% | -38.4% |
| 6M | -39.4% | -32.8% | -6.6% | -30.0% |
| YTD | +70.0% | -27.5% | +97.5% | +88.2% |
| 1Y | +70.2% | -28.0% | +98.1% | +89.0% |
| 3Y | +585.2% | -7.2% | +592.4% | +548.1% |
| 5Y | +455.7% | +22.6% | +433.1% | +345.8% |
| 10Y | +2,007.9% | +171.5% | +1,836.3% | +989.0% |
| All | +8,757.3% | +3,502.7% | +5,254.6% | +1,376.1% |
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 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