+2,006.3%
LLY vs O
+69.9%
+1,936.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +4.1% |
| 7D | +0.1% | +3.3% | -3.3% | -0.7% |
| 30D | +19.7% | +10.3% | +9.4% | +17.0% |
| 3M | +19.3% | -3.5% | +22.7% | +20.2% |
| 6M | +49.3% | -1.3% | +50.6% | +49.7% |
| YTD | +32.0% | +10.3% | +21.7% | +29.1% |
| 1Y | +53.7% | +10.4% | +43.3% | +50.2% |
| 3Y | +143.7% | +40.0% | +103.8% | +124.5% |
| 5Y | +463.9% | +12.4% | +451.5% | +443.6% |
| 10Y | +2,006.3% | +78.2% | +1,928.1% | +1,721.3% |
| All | +2,006.3% | +69.9% | +1,936.5% | +1,721.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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