+4,770.1%
DELL vs LNT
+146.9%
+4,623.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +0.9% | +1.6% |
| 7D | +25.6% | +1.0% | +24.6% | +25.3% |
| 30D | +17.7% | -1.1% | +18.7% | +18.0% |
| 3M | +33.4% | -3.6% | +37.0% | +34.3% |
| 6M | +266.2% | -2.7% | +268.9% | +266.3% |
| YTD | +328.0% | +8.0% | +320.0% | +315.7% |
| 1Y | +339.6% | +10.5% | +329.1% | +323.7% |
| 3Y | +694.6% | +49.6% | +645.0% | +583.6% |
| 5Y | +1,122.0% | +32.2% | +1,089.8% | +988.5% |
| 10Y | +4,062.5% | +141.8% | +3,920.7% | +2,896.5% |
| All | +4,770.1% | +146.9% | +4,623.2% | +3,406.7% |
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