+10,112.4%
AMZN vs LII
+2,734.1%
+7,378.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.6% | +0.4% |
| 7D | +7.9% | -0.6% | +8.5% | +8.2% |
| 30D | -0.2% | -4.6% | +4.4% | +0.9% |
| 3M | -4.8% | -21.2% | +16.5% | +3.3% |
| 6M | -5.7% | -36.4% | +30.7% | +8.9% |
| YTD | +12.3% | -28.9% | +41.3% | +23.0% |
| 1Y | +6.7% | -29.5% | +36.2% | +17.1% |
| 3Y | +85.6% | -8.6% | +94.1% | +78.7% |
| 5Y | +47.4% | +20.2% | +27.2% | +26.5% |
| 10Y | +586.8% | +166.2% | +420.6% | +315.8% |
| All | +10,112.4% | +2,734.1% | +7,378.3% | +1,872.8% |
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