+143.3%
AAPL vs LNT
+55.9%
+87.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | +4.1% | +1.0% | +3.1% | +3.9% |
| 30D | +4.0% | +9.6% | -5.6% | +1.5% |
| 3M | +16.8% | +5.4% | +11.4% | +15.2% |
| 6M | +19.4% | +3.1% | +16.3% | +18.2% |
| YTD | +31.5% | +16.5% | +15.0% | +25.2% |
| 1Y | +31.0% | +12.3% | +18.7% | +26.0% |
| 3Y | +95.3% | +70.3% | +25.0% | +60.5% |
| All | +143.3% | +55.9% | +87.4% | +115.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling