+8,487.5%
JNJ vs LNT
+3,186.5%
+5,301.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.2% | -2.5% |
| 7D | -0.8% | +1.0% | -1.8% | -1.1% |
| 30D | +4.3% | -1.1% | +5.4% | +4.6% |
| 3M | +16.5% | -3.6% | +20.1% | +17.9% |
| 6M | +13.1% | -2.7% | +15.8% | +14.1% |
| YTD | +32.1% | +8.0% | +24.1% | +28.7% |
| 1Y | +54.5% | +10.5% | +44.0% | +49.3% |
| 3Y | +82.5% | +49.6% | +33.0% | +58.9% |
| 5Y | +80.0% | +32.2% | +47.8% | +61.6% |
| 10Y | +195.7% | +141.8% | +53.9% | +117.5% |
| All | +8,487.5% | +3,186.5% | +5,301.0% | +2,822.8% |
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 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