-2.5%
BSX vs LNT
+31.4%
-33.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.9% | -3.2% | -3.8% |
| 7D | -8.2% | -1.1% | -7.1% | -7.9% |
| 30D | -15.8% | -1.9% | -13.9% | -15.3% |
| 3M | -10.8% | -7.2% | -3.7% | -8.7% |
| 6M | -38.4% | -3.9% | -34.5% | -37.7% |
| YTD | -54.8% | +5.9% | -60.7% | -55.7% |
| 1Y | -59.0% | +8.4% | -67.4% | -60.2% |
| 3Y | -20.0% | +46.6% | -66.6% | -29.9% |
| All | -2.5% | +31.4% | -33.9% | -12.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling