+643.8%
AMZN vs LII
+166.1%
+477.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.2% | +0.7% |
| 7D | +2.8% | -0.2% | +3.0% | +2.8% |
| 30D | +3.4% | -0.6% | +4.0% | +3.0% |
| 3M | +0.1% | -17.0% | +17.0% | +6.4% |
| 6M | +0.6% | -31.1% | +31.7% | +12.3% |
| YTD | +15.9% | -27.7% | +43.5% | +25.3% |
| 1Y | +9.5% | -26.2% | +35.7% | +17.3% |
| 3Y | +86.3% | -9.6% | +95.9% | +76.2% |
| 5Y | +51.7% | +15.7% | +36.1% | +23.2% |
| All | +643.8% | +166.1% | +477.8% | +362.9% |
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