-26.4%
BA vs LNT
+55.9%
-82.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -1.1% | +1.0% | -2.1% | -1.4% |
| 30D | -7.1% | +9.6% | -16.7% | -9.3% |
| 3M | -25.5% | +5.4% | -30.9% | -26.6% |
| 6M | -28.7% | +3.1% | -31.8% | -29.4% |
| YTD | -21.0% | +16.5% | -37.5% | -24.3% |
| 1Y | -11.9% | +12.3% | -24.2% | -14.7% |
| 3Y | -16.2% | +70.3% | -86.5% | -28.9% |
| All | -26.4% | +55.9% | -82.4% | -33.9% |
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