+63.3%
SLB vs LNT
+9.7%
+53.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | -1.9% | +0.2% | -2.0% | -1.9% |
| 30D | +7.8% | -0.5% | +8.3% | +7.8% |
| 3M | +2.7% | -5.5% | +8.2% | +3.4% |
| 6M | +22.2% | -3.8% | +26.0% | +22.8% |
| YTD | +51.1% | +6.8% | +44.3% | +48.4% |
| 1Y | +63.3% | +9.3% | +54.0% | +57.4% |
| All | +63.3% | +9.7% | +53.6% | +57.4% |
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