+174.0%
EOG vs LII
+25.8%
+148.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.2% |
| 7D | -2.0% | +2.1% | -4.1% | -2.1% |
| 30D | +7.9% | -12.4% | +20.3% | +8.7% |
| 3M | +4.5% | -24.8% | +29.3% | +5.8% |
| 6M | +12.3% | -25.2% | +37.5% | +13.6% |
| YTD | +41.9% | -20.3% | +62.1% | +42.0% |
| 1Y | +27.8% | -32.9% | +60.8% | +30.9% |
| 3Y | +21.8% | +2.0% | +19.8% | +17.8% |
| 5Y | +174.0% | +24.4% | +149.6% | +184.0% |
| All | +174.0% | +25.8% | +148.2% | +184.0% |
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 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