+43.3%
AMAT vs LNT
+12.2%
+31.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.0% | +5.3% | +3.6% |
| 7D | -14.7% | +1.4% | -16.1% | -13.8% |
| 30D | -36.1% | +12.3% | -48.4% | -31.7% |
| 3M | -36.9% | +5.3% | -42.2% | -34.7% |
| 6M | -22.2% | +2.0% | -24.2% | -20.6% |
| YTD | +29.9% | +15.3% | +14.7% | +44.3% |
| 1Y | +43.3% | +12.3% | +31.0% | +57.2% |
| All | +43.3% | +12.2% | +31.0% | +57.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling