+162.3%
LNT vs DOC
+15.7%
+146.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.3% |
| 7D | +1.4% | +6.5% | -5.0% | -1.0% |
| 30D | +12.3% | +9.2% | +3.1% | +8.4% |
| 3M | +5.3% | -2.5% | +7.8% | +6.2% |
| 6M | +2.0% | +7.1% | -5.0% | -1.0% |
| YTD | +15.3% | +33.0% | -17.7% | +1.1% |
| 1Y | +12.3% | +23.3% | -11.0% | +1.6% |
| 3Y | +59.1% | +44.9% | +14.2% | +31.7% |
| 5Y | +51.7% | -21.6% | +73.3% | +61.0% |
| All | +162.3% | +15.7% | +146.6% | +122.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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