+5.0%
SYK vs LNT
+31.4%
-26.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.6% |
| 7D | -12.3% | -1.1% | -11.2% | -12.0% |
| 30D | -22.4% | -1.9% | -20.5% | -21.9% |
| 3M | -12.3% | -7.2% | -5.2% | -9.6% |
| 6M | -24.3% | -3.9% | -20.4% | -23.2% |
| YTD | -22.8% | +5.9% | -28.6% | -24.7% |
| 1Y | -28.8% | +8.4% | -37.1% | -31.3% |
| 3Y | -4.0% | +46.6% | -50.6% | -18.9% |
| All | +5.0% | +31.4% | -26.4% | -8.8% |
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