+9.3%
ORCL vs LII
-6.9%
+16.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.8% | -4.1% | -6.3% |
| 7D | -17.5% | +0.2% | -17.7% | -17.6% |
| 30D | -20.2% | -4.6% | -15.6% | -19.8% |
| 3M | -19.9% | -21.7% | +1.7% | -15.6% |
| 6M | -37.4% | -32.8% | -4.6% | -32.3% |
| YTD | -40.1% | -27.5% | -12.6% | -37.7% |
| 1Y | -53.4% | -28.0% | -25.4% | -51.4% |
| All | +9.3% | -6.9% | +16.3% | +8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling