+109.4%
AAPL vs LII
+25.3%
+84.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.7% | -2.9% |
| 7D | +0.1% | -0.7% | +0.8% | +0.3% |
| 30D | +3.0% | -12.6% | +15.6% | +7.2% |
| 3M | +2.9% | -24.4% | +27.3% | +10.1% |
| 6M | +22.1% | -28.7% | +50.8% | +32.4% |
| YTD | +18.0% | -19.1% | +37.2% | +21.3% |
| 1Y | +33.9% | -29.7% | +63.6% | +44.5% |
| 3Y | +71.2% | +4.8% | +66.4% | +49.0% |
| All | +109.4% | +25.3% | +84.1% | +52.0% |
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