-31.1%
ORCL vs LNT
+9.4%
-40.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.4% | +3.3% |
| 7D | +15.0% | +1.0% | +14.0% | +16.2% |
| 30D | +10.5% | -1.1% | +11.6% | +9.1% |
| 3M | -23.0% | -3.6% | -19.4% | -25.5% |
| 6M | +7.0% | -2.7% | +9.6% | +5.4% |
| YTD | -15.8% | +8.0% | -23.8% | -7.0% |
| 1Y | -31.1% | +10.5% | -41.5% | -17.1% |
| All | -31.1% | +9.4% | -40.4% | -17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling