+10.6%
PCAR vs LNT
+10.8%
-0.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.4% |
| 7D | +2.1% | -0.5% | +2.6% | +2.3% |
| 30D | -1.2% | +9.9% | -11.1% | -3.3% |
| 3M | -18.6% | +4.8% | -23.4% | -19.6% |
| 6M | -5.1% | +2.2% | -7.2% | -6.4% |
| YTD | -1.8% | +15.9% | -17.6% | -7.6% |
| 1Y | +10.6% | +10.6% | +0.1% | +7.1% |
| All | +10.6% | +10.8% | -0.2% | +7.1% |
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 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