+113.2%
WDC vs LNT
+13.9%
+99.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.3% | -9.1% | -4.9% |
| 7D | -18.3% | +7.2% | -25.5% | -13.6% |
| 30D | -26.7% | +15.6% | -42.3% | -18.4% |
| 3M | -40.9% | +5.2% | -46.1% | -37.9% |
| 6M | -26.8% | +1.7% | -28.4% | -24.2% |
| YTD | +88.2% | +17.0% | +71.2% | +98.6% |
| 1Y | +113.2% | +14.2% | +99.0% | +125.5% |
| All | +113.2% | +13.9% | +99.3% | +125.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling