-8.2%
NFLX vs LII
+18.7%
-26.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -2.6% |
| 7D | -4.4% | -0.2% | -4.2% | -4.3% |
| 30D | -11.0% | -0.6% | -10.4% | -11.1% |
| 3M | -15.5% | -17.0% | +1.5% | -11.1% |
| 6M | -28.5% | -31.1% | +2.6% | -22.0% |
| YTD | -33.1% | -27.7% | -5.5% | -29.4% |
| 1Y | -45.8% | -26.2% | -19.7% | -43.5% |
| 3Y | +40.2% | -9.6% | +49.8% | +20.2% |
| 5Y | -8.2% | +15.7% | -23.8% | -41.3% |
| All | -8.2% | +18.7% | -26.8% | -41.3% |
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