+70,808.4%
BBY vs LNT
+3,121.3%
+67,687.0%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.4% |
| 7D | +0.7% | -1.1% | +1.8% | +1.1% |
| 30D | +5.8% | -1.9% | +7.7% | +6.6% |
| 3M | +18.0% | -7.2% | +25.2% | +21.3% |
| 6M | +39.8% | -3.9% | +43.7% | +41.4% |
| YTD | +35.4% | +5.9% | +29.5% | +31.8% |
| 1Y | +21.4% | +8.4% | +13.0% | +17.0% |
| 3Y | +39.5% | +46.6% | -7.1% | +18.7% |
| 5Y | -0.5% | +32.4% | -32.9% | -13.2% |
| 10Y | +240.0% | +147.9% | +92.1% | +129.9% |
| All | +70,808.4% | +3,121.3% | +67,687.0% | +18,205.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling