+567.0%
WDC vs LNT
+55.9%
+511.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.0% |
| 7D | +12.1% | +1.0% | +11.0% | +12.1% |
| 30D | -18.8% | +9.6% | -28.4% | -18.9% |
| 3M | -39.3% | +5.4% | -44.7% | -39.2% |
| 6M | -40.1% | +3.1% | -43.2% | -40.3% |
| YTD | +71.8% | +16.5% | +55.3% | +68.5% |
| 1Y | +88.5% | +12.3% | +76.2% | +85.8% |
| 3Y | +770.0% | +70.3% | +699.7% | +688.5% |
| All | +567.0% | +55.9% | +511.1% | +512.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling