+12,246.4%
ORLY vs LII
+2,806.7%
+9,439.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.1% |
| 7D | -1.9% | -2.3% | +0.3% | -1.4% |
| 30D | +4.5% | -1.7% | +6.2% | +4.6% |
| 3M | -2.2% | -18.3% | +16.1% | +2.7% |
| 6M | -0.9% | -32.3% | +31.4% | +8.0% |
| YTD | -0.7% | -27.1% | +26.4% | +5.3% |
| 1Y | -8.7% | -27.2% | +18.4% | -3.3% |
| 3Y | +37.7% | -8.9% | +46.6% | +33.0% |
| 5Y | +110.5% | +19.7% | +90.9% | +84.3% |
| 10Y | +416.8% | +168.9% | +247.9% | +254.9% |
| All | +12,246.4% | +2,806.7% | +9,439.6% | +3,787.3% |
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 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