+13.8%
ORCL vs LNT
+67.4%
-53.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.2% |
| 7D | +8.0% | +1.0% | +6.9% | +8.3% |
| 30D | -4.0% | +9.6% | -13.6% | -1.2% |
| 3M | -19.5% | +5.4% | -24.9% | -18.3% |
| 6M | -33.5% | +3.1% | -36.6% | -32.7% |
| YTD | -34.8% | +16.5% | -51.3% | -33.1% |
| 1Y | -41.6% | +12.3% | -53.9% | -40.2% |
| 3Y | +13.8% | +70.3% | -56.5% | +16.3% |
| All | +13.8% | +67.4% | -53.6% | +16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling