-29.2%
ALB vs LNT
+48.2%
-77.5%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.1% | -1.7% | -2.3% |
| 7D | -8.6% | +0.2% | -8.8% | -8.7% |
| 30D | -4.0% | -0.5% | -3.5% | -3.9% |
| 3M | -17.4% | -5.5% | -11.9% | -15.8% |
| 6M | -25.4% | -3.8% | -21.6% | -25.0% |
| YTD | -10.5% | +6.8% | -17.4% | -16.2% |
| 1Y | +75.8% | +9.3% | +66.5% | +61.4% |
| All | -29.2% | +48.2% | -77.5% | -52.1% |
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