+76.4%
AMZN vs LNT
+48.2%
+28.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.9% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | -9.2% | -0.5% | -8.7% | -9.3% |
| 3M | +3.4% | -5.5% | +8.9% | +2.9% |
| 6M | +18.2% | -3.8% | +22.0% | +17.9% |
| YTD | +9.3% | +6.8% | +2.5% | +10.4% |
| 1Y | +5.9% | +9.3% | -3.4% | +7.1% |
| All | +76.4% | +48.2% | +28.2% | +77.2% |
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 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