+116.7%
BHP vs LII
+25.3%
+91.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.6% |
| 7D | -2.9% | -0.7% | -2.2% | -2.7% |
| 30D | +3.4% | -12.6% | +16.0% | +6.8% |
| 3M | +4.1% | -24.4% | +28.5% | +10.4% |
| 6M | +20.6% | -28.7% | +49.3% | +29.4% |
| YTD | +56.1% | -19.1% | +75.2% | +62.0% |
| 1Y | +69.6% | -29.7% | +99.3% | +81.7% |
| 3Y | +78.8% | +4.8% | +74.0% | +68.7% |
| All | +116.7% | +25.3% | +91.4% | +84.4% |
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 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