+1,180.9%
AXON vs LNT
+166.8%
+1,014.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.4% |
| 7D | -28.7% | +0.6% | -29.3% | -28.8% |
| 30D | -28.3% | +12.4% | -40.7% | -30.1% |
| 3M | -46.9% | +6.7% | -53.6% | -47.7% |
| 6M | -24.9% | +3.9% | -28.8% | -25.6% |
| YTD | -46.6% | +16.5% | -63.1% | -48.7% |
| 1Y | -49.7% | +12.5% | -62.2% | -51.3% |
| 3Y | +40.6% | +66.9% | -26.3% | +22.4% |
| 5Y | +71.9% | +56.1% | +15.8% | +50.5% |
| 10Y | +1,180.9% | +173.2% | +1,007.7% | +1,158.6% |
| All | +1,180.9% | +166.8% | +1,014.0% | +1,158.6% |
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