+27.8%
INTC vs LNT
+55.9%
-28.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.6% |
| 7D | +6.0% | +1.0% | +5.0% | +5.8% |
| 30D | -39.2% | +9.6% | -48.8% | -40.6% |
| 3M | -42.9% | +5.4% | -48.3% | -43.7% |
| 6M | -50.4% | +3.1% | -53.5% | -51.1% |
| YTD | +61.7% | +16.5% | +45.2% | +52.2% |
| 1Y | +66.1% | +12.3% | +53.8% | +58.4% |
| 3Y | +58.1% | +70.3% | -12.2% | +26.5% |
| All | +27.8% | +55.9% | -28.1% | +6.3% |
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