+160.6%
OXY vs LII
+25.8%
+134.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.1% |
| 7D | -0.5% | +2.1% | -2.6% | -0.7% |
| 30D | +8.5% | -12.4% | +20.9% | +9.8% |
| 3M | +6.0% | -24.8% | +30.8% | +8.1% |
| 6M | +13.0% | -25.2% | +38.1% | +14.8% |
| YTD | +48.9% | -20.3% | +69.1% | +49.2% |
| 1Y | +36.4% | -32.9% | +69.4% | +41.1% |
| 3Y | -2.3% | +2.0% | -4.3% | -6.5% |
| 5Y | +160.6% | +24.4% | +136.2% | +164.9% |
| All | +160.6% | +25.8% | +134.8% | +164.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling