+388.3%
JBL vs LNT
+30.4%
+357.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.7% |
| 7D | -1.0% | -1.1% | +0.1% | -0.9% |
| 30D | -15.1% | -1.9% | -13.1% | -14.9% |
| 3M | -14.0% | -7.2% | -6.9% | -13.7% |
| 6M | +20.6% | -3.9% | +24.5% | +20.6% |
| YTD | +32.9% | +5.9% | +27.0% | +31.5% |
| 1Y | +40.5% | +8.4% | +32.2% | +38.5% |
| 3Y | +183.7% | +46.6% | +137.1% | +164.6% |
| 5Y | +388.3% | +32.4% | +355.9% | +344.4% |
| All | +388.3% | +30.4% | +357.9% | +344.4% |
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