-44.0%
ACN vs LNT
+31.1%
-75.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.5% |
| 7D | -6.3% | +0.2% | -6.5% | -6.4% |
| 30D | -1.4% | -0.5% | -0.9% | -1.3% |
| 3M | +2.6% | -5.5% | +8.1% | +4.3% |
| 6M | -14.3% | -3.8% | -10.5% | -13.6% |
| YTD | -33.1% | +6.8% | -40.0% | -35.2% |
| 1Y | -28.8% | +9.3% | -38.1% | -31.7% |
| 3Y | -43.0% | +47.9% | -90.9% | -52.2% |
| 5Y | -44.0% | +31.6% | -75.6% | -51.0% |
| All | -44.0% | +31.1% | -75.1% | -51.0% |
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 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