+12,760.8%
PCAR vs LNT
+3,445.6%
+9,315.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.2% |
| 7D | +2.9% | +0.6% | +2.3% | +2.7% |
| 30D | -2.1% | +12.4% | -14.5% | -7.5% |
| 3M | -20.4% | +6.7% | -27.1% | -22.9% |
| 6M | -7.0% | +3.9% | -10.9% | -9.1% |
| YTD | -2.6% | +16.5% | -19.2% | -10.1% |
| 1Y | +9.8% | +12.5% | -2.7% | +3.0% |
| 3Y | +37.3% | +66.9% | -29.6% | +4.7% |
| 5Y | +116.4% | +56.1% | +60.4% | +67.2% |
| 10Y | +293.0% | +173.2% | +119.7% | +115.3% |
| All | +12,760.8% | +3,445.6% | +9,315.2% | +2,116.3% |
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