+6,923.6%
MCK vs LNT
+1,902.5%
+5,021.1%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -2.9% | -1.0% | -1.9% | -2.6% |
| 30D | +0.4% | -4.2% | +4.7% | +1.9% |
| 3M | +12.1% | -6.7% | +18.8% | +14.7% |
| 6M | -5.4% | -3.6% | -1.9% | -4.4% |
| YTD | +7.8% | +5.9% | +1.9% | +5.4% |
| 1Y | +22.9% | +7.3% | +15.7% | +19.7% |
| 3Y | +110.7% | +46.5% | +64.2% | +82.0% |
| 5Y | +346.2% | +32.5% | +313.7% | +294.4% |
| 10Y | +440.1% | +147.9% | +292.2% | +280.9% |
| All | +6,923.6% | +1,902.5% | +5,021.1% | +2,565.2% |
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