+195.5%
AMGN vs LNT
+148.3%
+47.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.3% |
| 7D | -13.7% | -1.0% | -12.7% | -13.4% |
| 30D | -8.8% | -4.2% | -4.6% | -7.3% |
| 3M | +7.2% | -6.7% | +13.9% | +10.0% |
| 6M | +1.3% | -3.6% | +4.8% | +2.5% |
| YTD | +17.6% | +5.9% | +11.8% | +14.5% |
| 1Y | +37.2% | +7.3% | +29.9% | +32.8% |
| 3Y | +57.7% | +46.5% | +11.3% | +33.9% |
| 5Y | +106.3% | +32.5% | +73.8% | +79.6% |
| All | +195.5% | +148.3% | +47.2% | +122.9% |
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 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