+17,845.4%
WDC vs LNT
+3,155.8%
+14,689.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +1.7% | -0.1% | +1.8% | +1.8% |
| 30D | -10.0% | -3.2% | -6.8% | -8.8% |
| 3M | -18.8% | -4.1% | -14.7% | -18.1% |
| 6M | +79.0% | -4.6% | +83.6% | +80.5% |
| YTD | +171.6% | +7.0% | +164.6% | +161.4% |
| 1Y | +417.4% | +8.3% | +409.1% | +394.1% |
| 3Y | +1,251.8% | +51.0% | +1,200.8% | +1,007.6% |
| 5Y | +911.7% | +30.2% | +881.5% | +766.5% |
| 10Y | +1,399.6% | +143.6% | +1,256.0% | +879.4% |
| All | +17,845.4% | +3,155.8% | +14,689.6% | +5,087.2% |
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