+17.2%
ABNB vs LII
+41.4%
-24.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.4% | -1.8% |
| 7D | -7.4% | +0.5% | -7.9% | -7.6% |
| 30D | -8.2% | -11.2% | +3.1% | -3.5% |
| 3M | +29.1% | -28.8% | +57.9% | +45.9% |
| 6M | +26.6% | -26.9% | +53.5% | +39.7% |
| YTD | +25.0% | -22.2% | +47.2% | +32.8% |
| 1Y | +37.0% | -32.0% | +69.0% | +54.4% |
| 3Y | +16.3% | -0.4% | +16.8% | +1.5% |
| 5Y | +2.2% | +22.4% | -20.3% | -29.4% |
| All | +17.2% | +41.4% | -24.2% | -27.6% |
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