+10,412.9%
AMZN vs LII
+2,796.3%
+7,616.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.2% | +0.7% | +2.1% |
| 7D | +8.7% | -1.2% | +9.9% | +9.2% |
| 30D | +1.7% | -2.0% | +3.7% | +1.9% |
| 3M | -2.8% | -20.2% | +17.5% | +5.0% |
| 6M | -2.1% | -32.5% | +30.4% | +10.6% |
| YTD | +15.6% | -27.4% | +43.0% | +25.6% |
| 1Y | +9.2% | -28.2% | +37.4% | +19.0% |
| 3Y | +89.9% | -7.2% | +97.1% | +81.8% |
| 5Y | +49.3% | +19.9% | +29.4% | +28.2% |
| 10Y | +591.6% | +168.6% | +423.0% | +317.3% |
| All | +10,412.9% | +2,796.3% | +7,616.6% | +1,914.7% |
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 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