-41.6%
ORCL vs LNT
+11.3%
-52.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -0.9% |
| 7D | +8.0% | +1.0% | +6.9% | +8.9% |
| 30D | -4.0% | +9.6% | -13.6% | +4.4% |
| 3M | -19.5% | +5.4% | -24.9% | -16.8% |
| 6M | -33.5% | +3.1% | -36.6% | -31.9% |
| YTD | -34.8% | +16.5% | -51.3% | -24.8% |
| 1Y | -41.6% | +12.3% | -53.9% | -35.6% |
| All | -41.6% | +11.3% | -52.9% | -35.6% |
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 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