-15.9%
ACN vs LNT
+67.4%
-83.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -3.8% | +1.0% | -4.9% | -4.0% |
| 30D | +16.5% | +9.6% | +6.9% | +15.1% |
| 3M | +41.5% | +5.4% | +36.1% | +40.3% |
| 6M | +60.1% | +3.1% | +57.0% | +59.3% |
| YTD | -3.9% | +16.5% | -20.4% | -6.8% |
| 1Y | +4.1% | +12.3% | -8.2% | +1.7% |
| 3Y | -15.9% | +70.3% | -86.2% | -25.9% |
| All | -15.9% | +67.4% | -83.2% | -25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling