+4,059.4%
EOG vs LII
+2,734.1%
+1,325.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +2.1% |
| 7D | -11.1% | -0.6% | -10.5% | -11.1% |
| 30D | +2.7% | -4.6% | +7.3% | +3.6% |
| 3M | +8.8% | -21.2% | +30.0% | +15.5% |
| 6M | +10.8% | -36.4% | +47.2% | +22.7% |
| YTD | +44.6% | -28.9% | +73.5% | +52.9% |
| 1Y | +44.6% | -29.5% | +74.1% | +53.1% |
| 3Y | +29.5% | -8.6% | +38.1% | +22.5% |
| 5Y | +96.3% | +20.2% | +76.1% | +64.2% |
| 10Y | +122.4% | +166.2% | -43.8% | +40.4% |
| All | +4,059.4% | +2,734.1% | +1,325.3% | +1,169.9% |
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