+4,064.1%
FDX vs LNT
+3,435.0%
+629.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.5% | +1.6% | -1.1% | -0.1% |
| 30D | +9.5% | +12.1% | -2.6% | +5.1% |
| 3M | -1.3% | +8.2% | -9.5% | -4.1% |
| 6M | +5.5% | +3.6% | +1.9% | +3.9% |
| YTD | +38.9% | +16.2% | +22.7% | +30.9% |
| 1Y | +58.8% | +12.8% | +46.0% | +51.3% |
| 3Y | +71.1% | +66.5% | +4.6% | +39.9% |
| 5Y | +76.3% | +53.8% | +22.5% | +46.0% |
| 10Y | +153.4% | +182.5% | -29.1% | +62.1% |
| All | +4,064.1% | +3,435.0% | +629.1% | +1,131.0% |
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