+32,991.5%
GILD vs LNT
+2,070.1%
+30,921.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -4.8% | -1.0% | -3.8% | -4.5% |
| 30D | +5.8% | -4.2% | +10.0% | +7.3% |
| 3M | +14.9% | -6.7% | +21.6% | +17.5% |
| 6M | -0.4% | -3.6% | +3.2% | +0.7% |
| YTD | +18.5% | +5.9% | +12.6% | +16.1% |
| 1Y | +25.1% | +7.3% | +17.9% | +21.9% |
| 3Y | +105.9% | +46.5% | +59.4% | +79.6% |
| 5Y | +143.0% | +32.5% | +110.5% | +117.0% |
| 10Y | +162.4% | +147.9% | +14.5% | +85.4% |
| All | +32,991.5% | +2,070.1% | +30,921.4% | +12,774.4% |
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