+89.6%
AXP vs LII
+19.9%
+69.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.7% | -0.5% |
| 7D | +0.6% | -0.6% | +1.2% | +0.8% |
| 30D | +5.8% | -4.6% | +10.4% | +7.1% |
| 3M | -6.0% | -21.2% | +15.2% | +1.6% |
| 6M | +0.3% | -36.4% | +36.7% | +15.3% |
| YTD | -12.3% | -28.9% | +16.7% | -4.9% |
| 1Y | -11.2% | -29.5% | +18.3% | -3.5% |
| 3Y | +117.0% | -8.6% | +125.6% | +103.2% |
| All | +89.6% | +19.9% | +69.7% | +45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling