+176.9%
AXON vs LNT
+35.5%
+141.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.9% | -2.1% |
| 7D | -2.5% | +1.0% | -3.5% | -2.6% |
| 30D | -11.5% | -1.1% | -10.4% | -11.4% |
| 3M | +7.3% | -3.6% | +10.9% | +7.8% |
| 6M | -11.9% | -2.7% | -9.3% | -11.9% |
| YTD | -11.0% | +8.0% | -19.0% | -12.7% |
| 1Y | -31.8% | +10.5% | -42.2% | -33.4% |
| 3Y | +135.4% | +49.6% | +85.8% | +116.4% |
| 5Y | +176.9% | +32.2% | +144.6% | +144.7% |
| All | +176.9% | +35.5% | +141.4% | +144.7% |
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 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