+12,906.3%
AZO vs LII
+2,817.4%
+10,088.9%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | 0.0% |
| 7D | +1.3% | +2.9% | -1.6% | +0.7% |
| 30D | +12.0% | +0.9% | +11.0% | +11.6% |
| 3M | +7.2% | -15.5% | +22.7% | +10.8% |
| 6M | -3.2% | -30.2% | +27.0% | +3.1% |
| YTD | -3.9% | -26.8% | +23.0% | +0.8% |
| 1Y | -14.7% | -25.3% | +10.6% | -10.9% |
| 3Y | +20.4% | -7.8% | +28.2% | +17.3% |
| 5Y | +72.8% | +17.0% | +55.8% | +56.9% |
| 10Y | +334.4% | +169.9% | +164.5% | +225.9% |
| All | +12,906.3% | +2,817.4% | +10,088.9% | +5,712.4% |
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