+2,024.1%
LLY vs APTV
-25.9%
+2,050.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +1.5% |
| 7D | +1.6% | -4.3% | +5.9% | +2.0% |
| 30D | +21.5% | -9.7% | +31.1% | +22.5% |
| 3M | +16.4% | -20.6% | +37.0% | +18.7% |
| 6M | +51.5% | -31.7% | +83.2% | +55.6% |
| YTD | +33.9% | -48.0% | +81.9% | +40.7% |
| 1Y | +49.1% | -52.1% | +101.2% | +57.7% |
| 3Y | +144.6% | -47.9% | +192.5% | +152.5% |
| 5Y | +466.3% | -76.9% | +543.2% | +522.4% |
| 10Y | +2,024.1% | -26.7% | +2,050.9% | +2,072.7% |
| All | +2,024.1% | -25.9% | +2,050.1% | +2,072.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling