+1,055.3%
DELL vs LNT
+30.4%
+1,024.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -5.3% |
| 7D | -1.9% | -1.1% | -0.8% | -1.8% |
| 30D | +14.9% | -1.9% | +16.8% | +15.0% |
| 3M | +37.2% | -7.2% | +44.4% | +37.4% |
| 6M | +254.0% | -3.9% | +257.9% | +253.3% |
| YTD | +306.1% | +5.9% | +300.3% | +301.7% |
| 1Y | +312.3% | +8.4% | +303.9% | +306.6% |
| 3Y | +654.0% | +46.6% | +607.4% | +606.7% |
| 5Y | +1,055.3% | +32.4% | +1,022.9% | +1,015.4% |
| All | +1,055.3% | +30.4% | +1,024.9% | +1,015.4% |
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 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