+555.5%
AMZN vs LII
+167.7%
+387.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.4% | +0.8% | -0.1% |
| 7D | +0.8% | +2.1% | -1.3% | 0.0% |
| 30D | -6.4% | -12.4% | +6.0% | -1.8% |
| 3M | +4.8% | -24.8% | +29.6% | +14.3% |
| 6M | +20.5% | -25.2% | +45.7% | +30.8% |
| YTD | +11.3% | -20.3% | +31.6% | +17.0% |
| 1Y | +9.0% | -32.9% | +41.9% | +22.2% |
| 3Y | +85.9% | +2.0% | +83.9% | +69.0% |
| 5Y | +45.8% | +24.4% | +21.3% | +15.9% |
| 10Y | +555.5% | +167.2% | +388.3% | +315.7% |
| All | +555.5% | +167.7% | +387.8% | +315.7% |
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