+35,889.1%
VLO vs LNT
+3,155.8%
+32,733.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | +5.2% | -0.1% | +5.3% | +5.3% |
| 30D | +22.6% | -3.2% | +25.8% | +24.3% |
| 3M | +43.8% | -4.1% | +47.8% | +46.0% |
| 6M | +65.7% | -4.6% | +70.3% | +68.1% |
| YTD | +131.1% | +7.0% | +124.1% | +121.8% |
| 1Y | +143.6% | +8.3% | +135.3% | +132.1% |
| 3Y | +201.4% | +51.0% | +150.4% | +140.8% |
| 5Y | +568.9% | +30.2% | +538.7% | +459.6% |
| 10Y | +891.8% | +143.6% | +748.2% | +497.7% |
| All | +35,889.1% | +3,155.8% | +32,733.3% | +9,715.8% |
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 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