+1,370.8%
AMAT vs LNT
+174.3%
+1,196.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | -2.5% | +1.6% | -4.0% | -2.9% |
| 30D | -26.5% | +12.1% | -38.6% | -29.1% |
| 3M | -28.6% | +8.2% | -36.8% | -30.4% |
| 6M | -14.2% | +3.6% | -17.9% | -15.8% |
| YTD | +45.5% | +16.2% | +29.3% | +37.1% |
| 1Y | +59.3% | +12.8% | +46.6% | +51.5% |
| 3Y | +153.1% | +66.5% | +86.6% | +102.0% |
| 5Y | +158.2% | +53.8% | +104.3% | +109.5% |
| 10Y | +1,370.8% | +182.5% | +1,188.3% | +874.0% |
| All | +1,370.8% | +174.3% | +1,196.5% | +874.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling