+10,081.3%
AMZN vs LII
+3,124.4%
+6,956.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.3% | -0.6% |
| 7D | -3.0% | -0.7% | -2.2% | -2.7% |
| 30D | -5.2% | -12.6% | +7.4% | -0.4% |
| 3M | +1.9% | -24.4% | +26.3% | +11.2% |
| 6M | +19.2% | -28.7% | +47.9% | +32.2% |
| YTD | +12.0% | -19.1% | +31.1% | +17.7% |
| 1Y | +9.7% | -29.7% | +39.4% | +21.0% |
| 3Y | +87.2% | +4.8% | +82.4% | +72.3% |
| 5Y | +48.7% | +24.6% | +24.1% | +26.5% |
| 10Y | +569.3% | +169.2% | +400.1% | +306.3% |
| All | +10,081.3% | +3,124.4% | +6,956.9% | +1,787.7% |
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