+46.3%
LLY vs C
+24.7%
+21.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.2% | +0.3% |
| 7D | +1.4% | -0.4% | +1.8% | +1.3% |
| 30D | +21.5% | -5.3% | +26.9% | +21.5% |
| 3M | +18.5% | -8.0% | +26.5% | +18.3% |
| 6M | +49.1% | -0.3% | +49.4% | +48.5% |
| YTD | +34.4% | +8.6% | +25.7% | +32.2% |
| 1Y | +46.3% | +25.8% | +20.5% | +38.2% |
| All | +46.3% | +24.7% | +21.6% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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