+71.2%
UBER vs LII
+41.9%
+29.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.2% | +1.6% | +2.8% |
| 7D | +6.7% | -1.2% | +7.9% | +7.3% |
| 30D | -0.5% | -2.0% | +1.5% | 0.0% |
| 3M | -5.1% | -20.2% | +15.1% | +4.3% |
| 6M | -5.7% | -32.5% | +26.9% | +9.1% |
| YTD | -12.9% | -27.4% | +14.5% | -4.7% |
| 1Y | -22.6% | -28.2% | +5.5% | -15.0% |
| 3Y | +42.2% | -7.2% | +49.4% | +29.2% |
| 5Y | +56.4% | +19.9% | +36.5% | +17.5% |
| All | +71.2% | +41.9% | +29.3% | +1.4% |
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