+386.0%
WDC vs LNT
+8.3%
+377.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -5.0% |
| 7D | +4.4% | -1.1% | +5.5% | +3.7% |
| 30D | +5.3% | -1.9% | +7.2% | +4.0% |
| 3M | -5.9% | -7.2% | +1.3% | -11.0% |
| 6M | +73.2% | -3.9% | +77.1% | +67.0% |
| YTD | +167.8% | +5.9% | +162.0% | +172.7% |
| 1Y | +386.0% | +8.4% | +377.6% | +417.9% |
| All | +386.0% | +8.3% | +377.7% | +417.9% |
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