-99.4%
AMC vs LNT
+31.3%
-130.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.4% | +4.3% |
| 7D | +2.3% | -0.1% | +2.4% | +2.3% |
| 30D | -0.7% | -3.2% | +2.4% | -0.2% |
| 3M | +35.2% | -4.1% | +39.3% | +35.5% |
| 6M | +124.6% | -4.6% | +129.1% | +124.8% |
| YTD | +69.9% | +7.0% | +62.9% | +64.7% |
| 1Y | -2.6% | +8.3% | -10.9% | -6.0% |
| 3Y | -79.8% | +51.0% | -130.8% | -82.7% |
| All | -99.4% | +31.3% | -130.7% | -99.5% |
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