-3.5%
BAC vs LNT
+12.7%
-16.2%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -1.9% | -0.2% | -1.7% | -1.9% |
| 30D | -7.2% | +11.6% | -18.8% | -7.5% |
| 3M | -20.4% | +8.2% | -28.6% | -20.7% |
| 6M | +1.3% | +3.1% | -1.9% | +0.7% |
| YTD | -6.4% | +16.8% | -23.2% | -6.2% |
| 1Y | -3.5% | +11.6% | -15.1% | -2.6% |
| All | -3.5% | +12.7% | -16.2% | -2.6% |
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