+1,016.4%
AXON vs LNT
+185.4%
+831.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.9% | -2.5% |
| 7D | -19.7% | -0.5% | -19.2% | -19.6% |
| 30D | -25.7% | +9.9% | -35.6% | -27.3% |
| 3M | -48.8% | +4.8% | -53.6% | -49.3% |
| 6M | -22.0% | +2.2% | -24.2% | -22.5% |
| YTD | -45.9% | +15.9% | -61.8% | -48.1% |
| 1Y | -46.1% | +10.6% | -56.6% | -47.6% |
| 3Y | +40.9% | +66.1% | -25.2% | +21.9% |
| 5Y | +80.2% | +55.6% | +24.6% | +56.7% |
| All | +1,016.4% | +185.4% | +831.0% | +864.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling