+66.4%
DOCN vs LNT
+66.4%
0.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.4% | -15.4% | -15.8% |
| 7D | -29.3% | +4.7% | -34.0% | -29.3% |
| 30D | -46.0% | +13.0% | -59.0% | -46.3% |
| 3M | -43.2% | +5.4% | -48.6% | -43.2% |
| 6M | -53.7% | +2.0% | -55.8% | -53.7% |
| YTD | +46.9% | +16.5% | +30.4% | +43.8% |
| 1Y | +54.3% | +13.3% | +41.0% | +51.7% |
| 3Y | +185.5% | +58.7% | +126.8% | +160.2% |
| 5Y | -31.1% | +53.3% | -84.4% | -33.4% |
| All | +66.4% | +66.4% | 0.0% | +65.8% |
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