+2,979.8%
ASX vs LNT
+1,328.4%
+1,651.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.0% | +7.5% | +6.8% |
| 7D | -19.9% | +1.4% | -21.3% | -20.4% |
| 30D | -30.9% | +12.3% | -43.2% | -34.2% |
| 3M | -15.1% | +5.3% | -20.4% | -17.2% |
| 6M | -6.5% | +2.0% | -8.5% | -8.3% |
| YTD | +98.4% | +15.3% | +83.2% | +84.8% |
| 1Y | +107.9% | +12.3% | +95.6% | +95.4% |
| 3Y | +325.3% | +59.1% | +266.2% | +237.2% |
| 5Y | +447.3% | +51.7% | +395.6% | +333.6% |
| 10Y | +763.2% | +170.1% | +593.1% | +401.6% |
| All | +2,979.8% | +1,328.4% | +1,651.4% | +668.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling