+12,471.4%
ORLY vs LII
+2,817.4%
+9,653.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.4% |
| 7D | +2.6% | +2.9% | -0.4% | +1.8% |
| 30D | +6.3% | +0.9% | +5.4% | +5.8% |
| 3M | -0.4% | -15.5% | +15.1% | +3.6% |
| 6M | +2.8% | -30.2% | +33.0% | +11.0% |
| YTD | +1.1% | -26.8% | +27.9% | +7.1% |
| 1Y | -6.3% | -25.3% | +19.0% | -1.3% |
| 3Y | +38.9% | -7.8% | +46.6% | +33.6% |
| 5Y | +113.1% | +17.0% | +96.1% | +87.7% |
| 10Y | +426.2% | +169.9% | +256.3% | +261.1% |
| All | +12,471.4% | +2,817.4% | +9,653.9% | +3,854.2% |
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