+53,204.8%
ORLY vs LNT
+1,673.2%
+51,531.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.3% |
| 7D | -2.1% | -1.1% | -1.0% | -1.8% |
| 30D | -7.6% | -1.9% | -5.7% | -7.0% |
| 3M | -5.5% | -7.2% | +1.7% | -3.0% |
| 6M | -9.7% | -3.9% | -5.8% | -8.5% |
| YTD | -6.2% | +5.9% | -12.1% | -8.3% |
| 1Y | -18.6% | +8.4% | -27.0% | -21.1% |
| 3Y | +33.8% | +46.6% | -12.8% | +15.9% |
| 5Y | +116.5% | +32.4% | +84.1% | +92.1% |
| 10Y | +361.0% | +147.9% | +213.1% | +226.1% |
| All | +53,204.8% | +1,673.2% | +51,531.6% | +20,586.5% |
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