+916.1%
WDC vs LNT
+31.4%
+884.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | 0.0% | -3.0% | -3.0% |
| 7D | -4.3% | -1.0% | -3.3% | -4.3% |
| 30D | -1.5% | -4.2% | +2.8% | -1.3% |
| 3M | -15.5% | -6.7% | -8.8% | -15.5% |
| 6M | +66.5% | -3.6% | +70.0% | +65.7% |
| YTD | +159.9% | +5.9% | +154.0% | +155.4% |
| 1Y | +366.0% | +7.3% | +358.7% | +356.2% |
| 3Y | +1,285.8% | +46.5% | +1,239.3% | +1,182.4% |
| All | +916.1% | +31.4% | +884.7% | +842.7% |
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