+3,150.6%
LNT vs BHP
+8,071.5%
-4,920.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.1% |
| 7D | +0.2% | +0.9% | -0.7% | 0.0% |
| 30D | -0.5% | +4.0% | -4.5% | -1.3% |
| 3M | -5.5% | +11.3% | -16.8% | -7.6% |
| 6M | -3.8% | +29.3% | -33.1% | -8.8% |
| YTD | +6.8% | +59.2% | -52.4% | -2.7% |
| 1Y | +9.3% | +80.8% | -71.5% | -2.9% |
| 3Y | +47.9% | +88.0% | -40.1% | +29.1% |
| 5Y | +31.6% | +126.6% | -95.0% | +8.9% |
| 10Y | +150.1% | +515.7% | -365.6% | +65.4% |
| All | +3,150.6% | +8,071.5% | -4,920.9% | +1,369.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling