+70.0%
FDX vs LNT
+51.7%
+18.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.4% |
| 7D | -1.6% | +1.4% | -3.1% | -2.0% |
| 30D | +6.6% | +12.3% | -5.7% | +3.3% |
| 3M | -2.1% | +5.3% | -7.4% | -3.5% |
| 6M | +2.2% | +2.0% | +0.1% | +1.4% |
| YTD | +33.9% | +15.3% | +18.7% | +28.4% |
| 1Y | +50.2% | +12.3% | +37.9% | +45.1% |
| 3Y | +65.5% | +59.1% | +6.4% | +44.6% |
| All | +70.0% | +51.7% | +18.3% | +42.7% |
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 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