+48.3%
UBER vs LNT
+46.9%
+1.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.1% |
| 7D | -4.5% | -1.1% | -3.4% | -4.4% |
| 30D | -7.6% | -1.9% | -5.7% | -7.5% |
| 3M | +5.8% | -7.2% | +12.9% | +6.4% |
| 6M | +0.3% | -3.9% | +4.2% | +0.7% |
| YTD | -11.2% | +5.9% | -17.1% | -11.7% |
| 1Y | -23.0% | +8.4% | -31.3% | -23.6% |
| All | +48.3% | +46.9% | +1.4% | +43.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling