+33,471.1%
ORCL vs LNT
+3,155.8%
+30,315.3%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +5.3% | -0.1% | +5.3% | +5.3% |
| 30D | +10.0% | -3.2% | +13.1% | +11.2% |
| 3M | -32.6% | -4.1% | -28.5% | -31.9% |
| 6M | +4.9% | -4.6% | +9.5% | +5.5% |
| YTD | -17.8% | +7.0% | -24.8% | -21.0% |
| 1Y | -28.0% | +8.3% | -36.3% | -31.4% |
| 3Y | +36.0% | +51.0% | -15.0% | +11.7% |
| 5Y | +88.7% | +30.2% | +58.6% | +62.1% |
| 10Y | +346.9% | +143.6% | +203.3% | +191.3% |
| All | +33,471.1% | +3,155.8% | +30,315.3% | +8,856.1% |
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 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