+1,429.9%
ORCL vs LII
+2,790.7%
-1,360.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.8% | -4.1% | -6.1% |
| 7D | -17.5% | +0.2% | -17.7% | -17.6% |
| 30D | -20.2% | -4.6% | -15.6% | -19.7% |
| 3M | -19.9% | -21.7% | +1.7% | -14.5% |
| 6M | -37.4% | -32.8% | -4.6% | -30.9% |
| YTD | -40.1% | -27.5% | -12.6% | -36.1% |
| 1Y | -53.4% | -28.0% | -25.4% | -50.3% |
| 3Y | +10.4% | -7.2% | +17.6% | +6.7% |
| 5Y | +29.8% | +22.6% | +7.2% | +12.8% |
| 10Y | +249.2% | +171.5% | +77.7% | +129.3% |
| All | +1,429.9% | +2,790.7% | -1,360.8% | +288.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling