+9.5%
PCAR vs LNT
+12.7%
-3.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.4% |
| 7D | +2.9% | +0.6% | +2.3% | +2.7% |
| 30D | -2.1% | +12.4% | -14.5% | -4.7% |
| 3M | -20.4% | +6.7% | -27.1% | -21.7% |
| 6M | -7.0% | +3.9% | -10.9% | -8.7% |
| YTD | -2.6% | +16.5% | -19.2% | -7.8% |
| All | +9.5% | +12.7% | -3.3% | +4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling