+72.4%
UBER vs LNT
+82.4%
-10.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -5.4% | -1.0% | -4.4% | -5.2% |
| 30D | -4.9% | -4.2% | -0.7% | -4.1% |
| 3M | +3.0% | -6.7% | +9.7% | +4.4% |
| 6M | -4.4% | -3.6% | -0.8% | -3.9% |
| YTD | -12.3% | +5.9% | -18.2% | -13.6% |
| 1Y | -24.3% | +7.3% | -31.6% | -25.7% |
| 3Y | +46.4% | +46.5% | 0.0% | +33.3% |
| 5Y | +79.7% | +32.5% | +47.2% | +66.1% |
| All | +72.4% | +82.4% | -10.0% | +51.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling