+1.7%
OXY vs LNT
+46.9%
-45.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.8% | -1.0% | +3.9% | +3.0% |
| 30D | +5.5% | -4.2% | +9.7% | +6.2% |
| 3M | +11.3% | -6.7% | +18.0% | +12.6% |
| 6M | +11.6% | -3.6% | +15.2% | +11.8% |
| YTD | +51.6% | +5.9% | +45.7% | +48.5% |
| 1Y | +36.2% | +7.3% | +29.0% | +33.1% |
| 3Y | +1.7% | +46.5% | -44.8% | -7.5% |
| All | +1.7% | +46.9% | -45.2% | -7.5% |
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 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