+42,174.7%
JBL vs LNT
+1,704.0%
+40,470.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.4% | +0.1% |
| 7D | +4.4% | +1.0% | +3.4% | +3.9% |
| 30D | -8.4% | -1.1% | -7.4% | -7.9% |
| 3M | -14.2% | -3.6% | -10.6% | -13.0% |
| 6M | +29.6% | -2.7% | +32.3% | +30.3% |
| YTD | +37.1% | +8.0% | +29.1% | +30.2% |
| 1Y | +49.5% | +10.5% | +39.0% | +39.9% |
| 3Y | +192.7% | +49.6% | +143.1% | +124.8% |
| 5Y | +411.3% | +32.2% | +379.1% | +309.5% |
| 10Y | +1,447.6% | +141.8% | +1,305.8% | +738.8% |
| All | +42,174.7% | +1,704.0% | +40,470.6% | +6,929.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling