+3,541.5%
BHP vs LII
+3,124.4%
+417.1%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.8% |
| 7D | -2.9% | -0.7% | -2.2% | -2.7% |
| 30D | +3.4% | -12.6% | +16.0% | +8.3% |
| 3M | +4.1% | -24.4% | +28.5% | +13.2% |
| 6M | +20.6% | -28.7% | +49.3% | +33.4% |
| YTD | +56.1% | -19.1% | +75.2% | +64.5% |
| 1Y | +69.6% | -29.7% | +99.3% | +87.0% |
| 3Y | +78.8% | +4.8% | +74.0% | +64.8% |
| 5Y | +113.1% | +24.6% | +88.5% | +78.5% |
| 10Y | +505.9% | +169.2% | +336.7% | +268.2% |
| All | +3,541.5% | +3,124.4% | +417.1% | +897.0% |
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