-22.3%
HCA vs LNT
-3.7%
-18.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.1% | +6.0% | +5.3% |
| 7D | +4.9% | +0.2% | +4.7% | +4.8% |
| 30D | +1.9% | -0.5% | +2.4% | +1.7% |
| 3M | +12.7% | -5.5% | +18.3% | +15.1% |
| 6M | -22.3% | -3.8% | -18.5% | -20.9% |
| All | -22.3% | -3.7% | -18.6% | -20.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling