-29.5%
AZO vs LNT
+8.1%
-37.6%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +0.7% | -0.1% | +0.8% | +0.8% |
| 30D | -2.7% | -3.2% | +0.5% | -1.5% |
| 3M | -3.2% | -4.1% | +0.9% | -1.2% |
| 6M | -19.7% | -4.6% | -15.2% | -18.0% |
| YTD | -12.0% | +7.0% | -19.0% | -12.9% |
| 1Y | -29.5% | +8.3% | -37.8% | -31.6% |
| All | -29.5% | +8.1% | -37.6% | -31.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling