+144.2%
LNT vs BHP
+496.8%
-352.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -1.0% | -3.6% | +2.6% | -0.5% |
| 30D | -4.2% | -1.2% | -3.1% | -4.2% |
| 3M | -6.7% | +1.2% | -7.9% | -7.1% |
| 6M | -3.6% | +21.4% | -25.0% | -7.3% |
| YTD | +5.9% | +50.4% | -44.5% | -2.0% |
| 1Y | +7.3% | +67.5% | -60.3% | -2.7% |
| 3Y | +46.5% | +72.8% | -26.3% | +30.6% |
| 5Y | +32.5% | +112.6% | -80.1% | +11.9% |
| All | +144.2% | +496.8% | -352.7% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling