+2,841.0%
GE vs LNT
+3,444.2%
-603.2%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.1% |
| 7D | +2.7% | +1.0% | +1.6% | +2.2% |
| 30D | +8.1% | +9.6% | -1.5% | +4.1% |
| 3M | -7.9% | +5.4% | -13.3% | -9.9% |
| 6M | +12.9% | +3.1% | +9.8% | +11.1% |
| YTD | +8.2% | +16.5% | -8.3% | +1.1% |
| 1Y | +9.7% | +12.3% | -2.6% | +4.0% |
| 3Y | +266.1% | +70.3% | +195.8% | +188.3% |
| 5Y | +407.4% | +56.4% | +351.0% | +307.6% |
| 10Y | +150.3% | +184.3% | -34.0% | +54.1% |
| All | +2,841.0% | +3,444.2% | -603.2% | +620.1% |
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