-33.9%
AAL vs LNT
+54.8%
-88.7%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | +3.4% | -0.2% | +3.7% | +3.5% |
| 30D | +11.7% | +11.6% | +0.1% | +7.9% |
| 3M | -7.8% | +8.2% | -16.0% | -10.1% |
| 6M | +10.2% | +3.1% | +7.1% | +9.0% |
| YTD | -8.0% | +16.8% | -24.8% | -13.0% |
| 1Y | +8.5% | +11.6% | -3.1% | +4.3% |
| 3Y | +19.5% | +67.4% | -47.9% | -1.0% |
| 5Y | -33.9% | +56.8% | -90.7% | -45.3% |
| All | -33.9% | +54.8% | -88.7% | -45.3% |
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 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