+15,068.3%
PCAR vs LNT
+3,155.8%
+11,912.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -6.2% | -3.2% | -3.1% | -4.8% |
| 3M | +5.9% | -4.1% | +10.0% | +7.7% |
| 6M | +0.4% | -4.6% | +5.0% | +2.2% |
| YTD | +14.8% | +7.0% | +7.8% | +10.5% |
| 1Y | +30.1% | +8.3% | +21.8% | +24.4% |
| 3Y | +66.7% | +51.0% | +15.7% | +33.3% |
| 5Y | +166.1% | +30.2% | +136.0% | +124.6% |
| 10Y | +353.7% | +143.6% | +210.1% | +162.1% |
| All | +15,068.3% | +3,155.8% | +11,912.5% | +2,624.6% |
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