+103.2%
INTC vs LNT
+31.4%
+71.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +7.5% | -1.0% | +8.5% | +7.8% |
| 30D | +2.0% | -4.2% | +6.2% | +3.1% |
| 3M | -12.0% | -6.7% | -5.3% | -10.8% |
| 6M | +114.5% | -3.6% | +118.1% | +114.6% |
| YTD | +179.0% | +5.9% | +173.1% | +169.6% |
| 1Y | +318.3% | +7.3% | +311.0% | +301.1% |
| 3Y | +171.2% | +46.5% | +124.7% | +129.8% |
| All | +103.2% | +31.4% | +71.9% | +77.8% |
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