+170.1%
AMAT vs LNT
+67.8%
+102.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.5% | +6.2% |
| 7D | +7.0% | -0.2% | +7.2% | +6.8% |
| 30D | -20.6% | +11.6% | -32.2% | -17.6% |
| 3M | -24.8% | +8.2% | -32.9% | -22.6% |
| 6M | -10.7% | +3.1% | -13.9% | -9.3% |
| YTD | +54.3% | +16.8% | +37.5% | +61.7% |
| 1Y | +73.7% | +11.6% | +62.1% | +80.4% |
| All | +170.1% | +67.8% | +102.3% | +202.9% |
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