-64.1%
ADBE vs LII
+19.9%
-84.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.9% | -2.3% |
| 7D | -4.4% | -0.6% | -3.8% | -4.2% |
| 30D | +2.8% | -4.6% | +7.4% | +4.0% |
| 3M | -8.0% | -21.2% | +13.2% | -1.7% |
| 6M | -4.3% | -36.4% | +32.1% | +7.1% |
| YTD | -31.6% | -28.9% | -2.7% | -28.2% |
| 1Y | -26.9% | -29.5% | +2.6% | -23.1% |
| 3Y | -57.7% | -8.6% | -49.1% | -64.2% |
| All | -64.1% | +19.9% | -84.0% | -75.0% |
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