+11,885.0%
ORLY vs LII
+3,124.4%
+8,760.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.2% | -0.6% | +0.3% |
| 7D | -0.7% | -0.7% | 0.0% | -0.5% |
| 30D | -5.9% | -12.6% | +6.7% | -2.6% |
| 3M | -0.6% | -24.4% | +23.9% | +5.8% |
| 6M | -6.8% | -28.7% | +21.9% | +0.1% |
| YTD | -3.6% | -19.1% | +15.5% | -0.1% |
| 1Y | -16.3% | -29.7% | +13.4% | -10.4% |
| 3Y | +39.1% | +4.8% | +34.4% | +29.7% |
| 5Y | +125.4% | +24.6% | +100.9% | +96.0% |
| 10Y | +366.5% | +169.2% | +197.3% | +221.3% |
| All | +11,885.0% | +3,124.4% | +8,760.6% | +3,585.7% |
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