-9.9%
ABNB vs LII
+17.0%
-26.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.6% |
| 7D | -1.7% | +2.9% | -4.6% | -2.9% |
| 30D | +11.8% | +0.9% | +10.9% | +10.9% |
| 3M | +0.9% | -15.5% | +16.4% | +7.8% |
| 6M | +40.5% | -30.2% | +70.7% | +59.0% |
| YTD | +37.6% | -26.8% | +64.5% | +49.3% |
| 1Y | +54.1% | -25.3% | +79.4% | +65.1% |
| 3Y | +56.8% | -7.8% | +64.5% | +36.8% |
| All | -9.9% | +17.0% | -26.9% | -40.6% |
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 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