-35.9%
AAL vs LNT
+31.1%
-67.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.6% |
| 7D | -1.3% | +0.2% | -1.5% | -1.4% |
| 30D | -13.7% | -0.5% | -13.2% | -13.7% |
| 3M | -8.2% | -5.5% | -2.6% | -6.7% |
| 6M | +13.1% | -3.8% | +16.9% | +14.2% |
| YTD | -15.6% | +6.8% | -22.4% | -17.8% |
| 1Y | +1.4% | +9.3% | -7.9% | -1.9% |
| 3Y | -7.4% | +47.9% | -55.4% | -19.5% |
| 5Y | -35.9% | +31.6% | -67.5% | -42.4% |
| All | -35.9% | +31.1% | -67.1% | -42.4% |
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