+1,362.5%
OXY vs LNT
+3,150.6%
-1,788.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.6% |
| 7D | +0.6% | +0.2% | +0.5% | +0.5% |
| 30D | +4.5% | -0.5% | +5.0% | +4.7% |
| 3M | +8.9% | -5.5% | +14.4% | +11.5% |
| 6M | +12.5% | -3.8% | +16.3% | +13.7% |
| YTD | +50.5% | +6.8% | +43.6% | +44.7% |
| 1Y | +38.6% | +9.3% | +29.3% | +31.7% |
| 3Y | -1.2% | +47.9% | -49.2% | -20.3% |
| 5Y | +161.6% | +31.6% | +130.0% | +117.8% |
| 10Y | +5.3% | +150.1% | -144.8% | -36.7% |
| All | +1,362.5% | +3,150.6% | -1,788.0% | +282.2% |
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