+5,143.0%
BDX vs LNT
+3,186.5%
+1,956.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.4% |
| 7D | -4.3% | +1.0% | -5.3% | -4.6% |
| 30D | +1.3% | -1.1% | +2.4% | +1.6% |
| 3M | +20.2% | -3.6% | +23.8% | +21.7% |
| 6M | +8.6% | -2.7% | +11.3% | +9.4% |
| YTD | +19.0% | +8.0% | +11.0% | +15.6% |
| 1Y | +21.2% | +10.5% | +10.7% | +16.8% |
| 3Y | -9.7% | +49.6% | -59.3% | -21.8% |
| 5Y | -3.4% | +32.2% | -35.6% | -13.4% |
| 10Y | +53.9% | +141.8% | -87.9% | +11.5% |
| All | +5,143.0% | +3,186.5% | +1,956.5% | +1,573.9% |
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 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