-41.5%
DIS vs LNT
+35.5%
-76.9%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.2% | -0.5% |
| 7D | -1.1% | +1.0% | -2.1% | -1.4% |
| 30D | +0.1% | -1.1% | +1.2% | +0.4% |
| 3M | +7.1% | -3.6% | +10.7% | +8.2% |
| 6M | +4.3% | -2.7% | +6.9% | +4.9% |
| YTD | -6.9% | +8.0% | -15.0% | -9.5% |
| 1Y | -10.3% | +10.5% | -20.8% | -13.4% |
| 3Y | +32.8% | +49.6% | -16.7% | +16.9% |
| 5Y | -41.5% | +32.2% | -73.7% | -48.2% |
| All | -41.5% | +35.5% | -76.9% | -48.2% |
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