+41.1%
HPQ vs LNT
+30.4%
+10.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | +3.5% | -1.1% | +4.6% | +3.7% |
| 30D | +13.7% | -1.9% | +15.6% | +14.2% |
| 3M | +33.9% | -7.2% | +41.0% | +36.1% |
| 6M | +80.9% | -3.9% | +84.8% | +81.9% |
| YTD | +52.6% | +5.9% | +46.7% | +49.1% |
| 1Y | +21.2% | +8.4% | +12.9% | +17.6% |
| 3Y | +26.9% | +46.6% | -19.7% | +10.4% |
| 5Y | +41.1% | +32.4% | +8.7% | +20.0% |
| All | +41.1% | +30.4% | +10.7% | +20.0% |
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 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