+48.9%
BHP vs LII
-28.0%
+76.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.7% |
| 7D | +2.5% | -0.2% | +2.7% | +2.5% |
| 30D | -5.2% | -0.6% | -4.6% | -5.5% |
| 3M | -8.7% | -17.0% | +8.3% | -4.7% |
| 6M | -6.9% | -31.1% | +24.3% | +0.3% |
| YTD | +39.0% | -27.7% | +66.6% | +44.5% |
| 1Y | +48.9% | -26.2% | +75.1% | +53.8% |
| All | +48.9% | -28.0% | +76.9% | +53.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling