+44.3%
AXON vs LNT
+57.3%
-12.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.2% | -1.0% | -17.1% | -18.1% |
| 7D | -26.8% | +1.4% | -28.3% | -26.9% |
| 30D | -22.9% | +12.3% | -35.2% | -23.4% |
| 3M | -40.1% | +5.3% | -45.4% | -40.3% |
| 6M | -18.9% | +2.0% | -20.9% | -19.0% |
| YTD | -44.9% | +15.3% | -60.2% | -46.1% |
| 1Y | -46.7% | +12.3% | -59.0% | -47.7% |
| 3Y | +44.3% | +59.1% | -14.8% | +34.3% |
| All | +44.3% | +57.3% | -12.9% | +34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling