+138.3%
GOOGL vs LNT
+30.4%
+107.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.7% |
| 7D | -2.8% | -1.1% | -1.7% | -2.7% |
| 30D | -3.2% | -1.9% | -1.3% | -2.9% |
| 3M | -6.6% | -7.2% | +0.6% | -5.8% |
| 6M | +8.5% | -3.9% | +12.4% | +8.8% |
| YTD | +6.5% | +5.9% | +0.6% | +5.1% |
| 1Y | +39.4% | +8.4% | +31.1% | +37.1% |
| 3Y | +146.2% | +46.6% | +99.6% | +123.2% |
| 5Y | +138.3% | +32.4% | +105.9% | +122.3% |
| All | +138.3% | +30.4% | +107.9% | +122.3% |
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