+882.1%
LNT vs BIDU
+1,294.4%
-412.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -1.1% |
| 7D | +0.2% | -2.4% | +2.6% | +0.3% |
| 30D | -0.5% | -16.0% | +15.4% | +0.6% |
| 3M | -5.5% | -24.0% | +18.5% | -3.9% |
| 6M | -3.8% | -24.9% | +21.1% | -2.4% |
| YTD | +6.8% | -29.6% | +36.4% | +8.7% |
| 1Y | +9.3% | -15.2% | +24.5% | +9.3% |
| 3Y | +47.9% | -32.2% | +80.1% | +48.6% |
| 5Y | +31.6% | -43.8% | +75.4% | +30.4% |
| 10Y | +150.1% | -49.5% | +199.6% | +138.5% |
| All | +882.1% | +1,294.4% | -412.3% | +550.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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