+68.8%
FDX vs LNT
+34.2%
+34.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | -2.5% | -0.1% | -2.4% | -2.5% |
| 30D | +3.8% | -3.2% | +7.0% | +4.6% |
| 3M | -1.3% | -4.1% | +2.8% | -0.3% |
| 6M | +5.0% | -4.6% | +9.6% | +6.1% |
| YTD | +39.6% | +7.0% | +32.6% | +36.7% |
| 1Y | +81.1% | +8.3% | +72.8% | +76.7% |
| 3Y | +63.0% | +51.0% | +12.0% | +45.3% |
| All | +68.8% | +34.2% | +34.6% | +45.6% |
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