-17.1%
SLB vs LII
+162.0%
-179.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.5% | +1.2% |
| 7D | -7.1% | -0.6% | -6.5% | -7.0% |
| 30D | +4.1% | -4.6% | +8.7% | +5.2% |
| 3M | -2.6% | -21.2% | +18.6% | +4.8% |
| 6M | -8.6% | -36.4% | +27.9% | +4.4% |
| YTD | +32.2% | -28.9% | +61.1% | +43.6% |
| 1Y | +40.7% | -29.5% | +70.2% | +53.2% |
| 3Y | -4.5% | -8.6% | +4.0% | -8.7% |
| 5Y | +66.4% | +20.2% | +46.2% | +38.1% |
| All | -17.1% | +162.0% | -179.1% | -45.4% |
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