+78.2%
AAPL vs LNT
+48.2%
+30.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | -3.0% | +0.2% | -3.1% | -3.0% |
| 30D | +2.3% | -0.5% | +2.8% | +2.3% |
| 3M | +8.6% | -5.5% | +14.1% | +9.2% |
| 6M | +21.6% | -3.8% | +25.4% | +21.8% |
| YTD | +16.3% | +6.8% | +9.5% | +14.8% |
| 1Y | +35.1% | +9.3% | +25.7% | +32.7% |
| All | +78.2% | +48.2% | +30.0% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 3y: compounded portfolio wealth divided by compounded LNT 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…
3y analysis · Full analysis span regression · 6 months rolling