+33.2%
LNT vs ZBRA
-40.4%
+73.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.1% |
| 7D | -1.0% | -3.4% | +2.4% | -0.8% |
| 30D | -4.2% | -7.4% | +3.2% | -3.8% |
| 3M | -6.7% | +57.5% | -64.2% | -10.1% |
| 6M | -3.6% | +64.0% | -67.6% | -7.6% |
| YTD | +5.9% | +44.3% | -38.4% | +2.3% |
| 1Y | +7.3% | +10.9% | -3.6% | +5.9% |
| 3Y | +46.5% | +37.5% | +9.0% | +38.2% |
| All | +33.2% | -40.4% | +73.6% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 5y: compounded portfolio wealth divided by compounded ZBRA 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…
5y analysis · Full analysis span regression · 6 months rolling