+7.3%
AON vs LNT
+31.4%
-24.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -6.3% | -1.0% | -5.3% | -5.9% |
| 30D | -14.1% | -4.2% | -9.9% | -12.6% |
| 3M | -9.5% | -6.7% | -2.8% | -6.9% |
| 6M | -4.0% | -3.6% | -0.4% | -2.9% |
| YTD | -13.8% | +5.9% | -19.7% | -16.3% |
| 1Y | -18.3% | +7.3% | -25.5% | -21.1% |
| 3Y | -7.2% | +46.5% | -53.7% | -22.0% |
| All | +7.3% | +31.4% | -24.1% | -6.8% |
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