+2,345.1%
LNT vs ZBRA
+8,965.3%
-6,620.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.8% | +1.2% |
| 7D | +1.0% | +2.6% | -1.6% | +0.8% |
| 30D | -1.1% | -6.4% | +5.3% | -0.5% |
| 3M | -3.6% | +51.3% | -54.9% | -7.8% |
| 6M | -2.7% | +60.5% | -63.2% | -7.7% |
| YTD | +8.0% | +45.2% | -37.2% | +3.2% |
| 1Y | +10.5% | +12.3% | -1.9% | +7.9% |
| 3Y | +49.6% | +37.5% | +12.1% | +41.0% |
| 5Y | +32.2% | -39.2% | +71.4% | +33.1% |
| 10Y | +141.8% | +417.0% | -275.2% | +92.7% |
| All | +2,345.1% | +8,965.3% | -6,620.2% | +1,472.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling