+2,231.7%
AEP vs LNT
+3,186.5%
-954.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.1% |
| 7D | +2.0% | +1.0% | +1.0% | +1.3% |
| 30D | +0.5% | -1.1% | +1.6% | +1.3% |
| 3M | -0.3% | -3.6% | +3.3% | +2.2% |
| 6M | -3.5% | -2.7% | -0.8% | -1.7% |
| YTD | +11.3% | +8.0% | +3.3% | +5.8% |
| 1Y | +20.2% | +10.5% | +9.8% | +12.6% |
| 3Y | +79.8% | +49.6% | +30.2% | +37.4% |
| 5Y | +65.6% | +32.2% | +33.3% | +37.3% |
| 10Y | +169.3% | +141.8% | +27.5% | +53.9% |
| All | +2,231.7% | +3,186.5% | -954.7% | +268.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling