+2,435.8%
ADBE vs LII
+3,124.4%
-688.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.2% | -7.9% | -7.1% |
| 7D | -8.6% | -0.7% | -7.9% | -8.4% |
| 30D | +2.8% | -12.6% | +15.4% | +7.5% |
| 3M | +3.1% | -24.4% | +27.6% | +11.3% |
| 6M | -2.4% | -28.7% | +26.3% | +6.1% |
| YTD | -23.9% | -19.1% | -4.7% | -21.4% |
| 1Y | -22.6% | -29.7% | +7.1% | -16.2% |
| 3Y | -52.7% | +4.8% | -57.5% | -57.2% |
| 5Y | -60.0% | +24.6% | -84.6% | -66.5% |
| 10Y | +157.3% | +169.2% | -11.9% | +57.9% |
| All | +2,435.8% | +3,124.4% | -688.6% | +454.6% |
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 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