+6,592.2%
MCD vs LNT
+3,445.6%
+3,146.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.4% |
| 7D | +5.9% | +0.6% | +5.3% | +5.8% |
| 30D | +19.6% | +12.4% | +7.2% | +15.3% |
| 3M | +3.3% | +6.7% | -3.4% | +1.2% |
| 6M | +3.5% | +3.9% | -0.4% | +2.2% |
| YTD | -6.1% | +16.5% | -22.6% | -10.7% |
| 1Y | -3.7% | +12.5% | -16.2% | -7.3% |
| 3Y | +13.4% | +66.9% | -53.5% | -4.3% |
| 5Y | +25.2% | +56.1% | -30.9% | +7.0% |
| 10Y | +211.3% | +173.2% | +38.0% | +123.2% |
| All | +6,592.2% | +3,445.6% | +3,146.6% | +2,311.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling