-42.5%
ALB vs LNT
+35.5%
-78.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +2.2% |
| 7D | -4.4% | +1.0% | -5.4% | -4.8% |
| 30D | -1.2% | -1.1% | -0.1% | -0.8% |
| 3M | -13.3% | -3.6% | -9.7% | -12.5% |
| 6M | -19.8% | -2.7% | -17.1% | -19.6% |
| YTD | -7.9% | +8.0% | -15.9% | -12.6% |
| 1Y | +60.2% | +10.5% | +49.7% | +49.9% |
| 3Y | -26.4% | +49.6% | -76.0% | -41.6% |
| 5Y | -42.5% | +32.2% | -74.8% | -52.4% |
| All | -42.5% | +35.5% | -78.0% | -52.4% |
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