+11,253.4%
WDC vs LNT
+3,444.2%
+7,809.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.5% | -5.5% | -5.2% |
| 7D | +12.1% | +1.0% | +11.0% | +11.7% |
| 30D | -18.8% | +9.6% | -28.4% | -21.8% |
| 3M | -39.3% | +5.4% | -44.7% | -40.8% |
| 6M | -40.1% | +3.1% | -43.2% | -41.6% |
| YTD | +71.8% | +16.5% | +55.3% | +59.4% |
| 1Y | +88.5% | +12.3% | +76.2% | +77.2% |
| 3Y | +770.0% | +70.3% | +699.7% | +578.8% |
| 5Y | +549.0% | +56.4% | +492.6% | +415.1% |
| 10Y | +650.3% | +184.3% | +466.0% | +359.9% |
| All | +11,253.4% | +3,444.2% | +7,809.2% | +3,064.0% |
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