+8,900.6%
WMT vs LNT
+3,150.5%
+5,750.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.1% |
| 7D | -0.2% | +0.2% | -0.4% | -0.3% |
| 30D | -5.8% | -0.5% | -5.3% | -5.7% |
| 3M | -10.8% | -5.5% | -5.2% | -9.4% |
| 6M | -14.3% | -3.8% | -10.5% | -13.5% |
| YTD | -4.4% | +6.8% | -11.2% | -6.2% |
| 1Y | +4.3% | +9.3% | -5.0% | +1.7% |
| 3Y | +100.1% | +47.9% | +52.1% | +78.6% |
| 5Y | +130.8% | +31.6% | +99.2% | +111.0% |
| 10Y | +433.7% | +150.1% | +283.6% | +306.6% |
| All | +8,900.6% | +3,150.5% | +5,750.0% | +2,813.3% |
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