+4.2%
OXY vs LII
+169.7%
-165.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.4% |
| 7D | -0.5% | +2.1% | -2.6% | -1.1% |
| 30D | +8.5% | -12.4% | +20.9% | +12.4% |
| 3M | +6.0% | -24.8% | +30.8% | +12.5% |
| 6M | +13.0% | -25.2% | +38.1% | +18.4% |
| YTD | +48.9% | -20.3% | +69.1% | +52.0% |
| 1Y | +36.4% | -32.9% | +69.4% | +47.5% |
| 3Y | -2.3% | +2.0% | -4.3% | -14.0% |
| 5Y | +160.6% | +24.4% | +136.2% | +104.8% |
| All | +4.2% | +169.7% | -165.5% | -39.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling