+22.6%
BAC vs LNT
+55.9%
-33.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.8% |
| 7D | +3.2% | +1.0% | +2.2% | +2.9% |
| 30D | -0.7% | +9.6% | -10.3% | -3.8% |
| 3M | -20.0% | +5.4% | -25.4% | -21.4% |
| 6M | +3.4% | +3.1% | +0.3% | +2.1% |
| YTD | -5.7% | +16.5% | -22.2% | -11.4% |
| 1Y | -1.4% | +12.3% | -13.8% | -6.1% |
| 3Y | +97.9% | +70.3% | +27.6% | +59.7% |
| All | +22.6% | +55.9% | -33.4% | +1.9% |
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