+115.6%
EOG vs LII
+17.0%
+98.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.7% |
| 7D | +7.6% | +2.9% | +4.7% | +7.4% |
| 30D | +3.4% | +0.9% | +2.5% | +3.2% |
| 3M | +12.7% | -15.5% | +28.2% | +13.7% |
| 6M | +19.0% | -30.2% | +49.2% | +20.7% |
| YTD | +55.6% | -26.8% | +82.4% | +56.3% |
| 1Y | +49.5% | -25.3% | +74.8% | +49.7% |
| 3Y | +43.2% | -7.8% | +50.9% | +39.1% |
| All | +115.6% | +17.0% | +98.6% | +101.8% |
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 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