+37.2%
GOOG vs LII
-33.3%
+70.6%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.4% | +0.4% | -1.8% |
| 7D | -1.6% | +0.5% | -2.0% | -1.6% |
| 30D | -7.7% | -11.2% | +3.6% | -6.3% |
| 3M | -9.3% | -28.8% | +19.5% | -6.2% |
| 6M | +7.4% | -26.9% | +34.4% | +9.3% |
| YTD | +4.9% | -22.2% | +27.0% | +5.9% |
| 1Y | +37.2% | -32.0% | +69.2% | +40.4% |
| All | +37.2% | -33.3% | +70.6% | +40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling