-22.3%
SYK vs LNT
+8.1%
-30.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.5% | -1.6% |
| 7D | -8.3% | -0.1% | -8.2% | -8.3% |
| 30D | -10.1% | -3.2% | -6.9% | -9.0% |
| 3M | +0.9% | -4.1% | +5.0% | +3.4% |
| 6M | -20.2% | -4.6% | -15.6% | -18.3% |
| YTD | -13.3% | +7.0% | -20.3% | -13.5% |
| 1Y | -22.3% | +8.3% | -30.6% | -22.4% |
| All | -22.3% | +8.1% | -30.4% | -22.4% |
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