+2.8%
AVGO vs LNT
+11.3%
-8.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.5% | -5.3% | -4.5% |
| 7D | +18.2% | +1.0% | +17.1% | +18.9% |
| 30D | +0.2% | +9.6% | -9.4% | +6.2% |
| 3M | -16.8% | +5.4% | -22.2% | -14.5% |
| 6M | -16.5% | +3.1% | -19.6% | -15.4% |
| YTD | +0.8% | +16.5% | -15.7% | +9.3% |
| 1Y | +2.8% | +12.3% | -9.5% | +11.4% |
| All | +2.8% | +11.3% | -8.5% | +11.4% |
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