+3,186.5%
LNT vs MKC
+3,364.7%
-178.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.3% | +1.0% |
| 7D | +1.0% | -4.3% | +5.4% | +2.2% |
| 30D | -1.1% | -2.0% | +0.9% | -0.6% |
| 3M | -3.6% | +10.0% | -13.6% | -6.3% |
| 6M | -2.7% | -18.5% | +15.9% | +2.2% |
| YTD | +8.0% | -22.4% | +30.4% | +14.6% |
| 1Y | +10.5% | -23.6% | +34.1% | +17.5% |
| 3Y | +49.6% | -30.4% | +80.0% | +61.7% |
| 5Y | +32.2% | -34.2% | +66.4% | +44.2% |
| 10Y | +141.8% | +26.8% | +115.0% | +122.6% |
| All | +3,186.5% | +3,364.7% | -178.3% | +1,729.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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