+136.8%
GOOGL vs LII
+25.3%
+111.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.2% | -2.3% | -1.4% |
| 7D | -2.3% | -0.7% | -1.6% | -2.1% |
| 30D | -6.6% | -12.6% | +6.1% | -2.9% |
| 3M | -8.9% | -24.4% | +15.5% | -2.8% |
| 6M | +11.9% | -28.7% | +40.6% | +21.1% |
| YTD | +8.3% | -19.1% | +27.5% | +12.0% |
| 1Y | +46.2% | -29.7% | +75.9% | +57.5% |
| 3Y | +151.9% | +4.8% | +147.1% | +116.9% |
| All | +136.8% | +25.3% | +111.5% | +75.3% |
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