+958.5%
SLB vs LNT
+3,155.8%
-2,197.3%
-87.6%
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 | +0.8% | -0.1% | +0.9% | +0.9% |
| 30D | +15.8% | -3.2% | +19.0% | +17.3% |
| 3M | -0.3% | -4.1% | +3.7% | +1.1% |
| 6M | +21.3% | -4.6% | +25.9% | +23.2% |
| YTD | +52.3% | +7.0% | +45.3% | +46.9% |
| 1Y | +63.6% | +8.3% | +55.3% | +56.7% |
| 3Y | +3.8% | +51.0% | -47.2% | -15.8% |
| 5Y | +128.6% | +30.2% | +98.5% | +93.9% |
| 10Y | -3.1% | +143.6% | -146.7% | -41.0% |
| All | +958.5% | +3,155.8% | -2,197.3% | +150.4% |
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 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