+22,742.0%
SYK vs LNT
+3,121.8%
+19,620.2%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.0% | +2.0% |
| 7D | -9.1% | -1.0% | -8.1% | -8.7% |
| 30D | -20.6% | -4.2% | -16.4% | -19.3% |
| 3M | -9.6% | -6.7% | -2.9% | -7.1% |
| 6M | -19.9% | -3.6% | -16.3% | -18.9% |
| YTD | -21.2% | +5.9% | -27.1% | -23.2% |
| 1Y | -28.4% | +7.3% | -35.7% | -30.7% |
| 3Y | -5.3% | +46.5% | -51.8% | -20.0% |
| 5Y | +6.0% | +32.5% | -26.5% | -7.6% |
| 10Y | +178.4% | +147.9% | +30.5% | +89.8% |
| All | +22,742.0% | +3,121.8% | +19,620.2% | +6,372.0% |
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 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