+20.8%
MCD vs LNT
+55.9%
-35.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.8% |
| 7D | -1.6% | +1.0% | -2.7% | -2.0% |
| 30D | +14.1% | +9.6% | +4.5% | +10.3% |
| 3M | +0.6% | +5.4% | -4.8% | -1.4% |
| 6M | 0.0% | +3.1% | -3.1% | -1.2% |
| YTD | -9.3% | +16.5% | -25.7% | -14.4% |
| 1Y | -9.3% | +12.3% | -21.6% | -13.3% |
| 3Y | +8.6% | +70.3% | -61.7% | -11.3% |
| All | +20.8% | +55.9% | -35.1% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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