+11,511.2%
LMT vs LNT
+3,186.5%
+8,324.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.9% | +1.1% | +1.8% |
| 7D | -1.5% | +1.0% | -2.5% | -1.9% |
| 30D | -8.2% | -1.1% | -7.2% | -7.9% |
| 3M | +3.7% | -3.6% | +7.3% | +5.0% |
| 6M | -19.2% | -2.7% | -16.5% | -18.6% |
| YTD | +12.9% | +8.0% | +4.9% | +9.8% |
| 1Y | +19.8% | +10.5% | +9.3% | +15.6% |
| 3Y | +37.3% | +49.6% | -12.3% | +18.7% |
| 5Y | +74.4% | +32.2% | +42.2% | +55.5% |
| 10Y | +188.9% | +141.8% | +47.1% | +110.8% |
| All | +11,511.2% | +3,186.5% | +8,324.7% | +4,587.3% |
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 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