+139.2%
SLB vs LNT
+35.5%
+103.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -0.9% |
| 7D | +0.4% | +1.0% | -0.6% | +0.2% |
| 30D | +13.6% | -1.1% | +14.7% | +13.8% |
| 3M | +1.5% | -3.6% | +5.1% | +2.1% |
| 6M | +23.0% | -2.7% | +25.7% | +23.4% |
| YTD | +51.2% | +8.0% | +43.2% | +48.6% |
| 1Y | +63.5% | +10.5% | +53.0% | +59.9% |
| 3Y | +2.5% | +49.6% | -47.1% | -4.4% |
| 5Y | +139.2% | +32.2% | +107.0% | +128.0% |
| All | +139.2% | +35.5% | +103.7% | +128.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling