+2.1%
SLB vs LNT
+50.5%
-48.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.8% | -0.1% | +0.9% | +0.8% |
| 30D | +15.8% | -3.2% | +19.0% | +16.5% |
| 3M | -0.3% | -4.1% | +3.7% | +0.3% |
| 6M | +21.3% | -4.6% | +25.9% | +22.2% |
| YTD | +52.3% | +7.0% | +45.3% | +49.4% |
| 1Y | +63.6% | +8.3% | +55.3% | +59.8% |
| All | +2.1% | +50.5% | -48.4% | -4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling