+109.4%
BP vs LNT
+54.8%
+54.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.4% |
| 7D | -0.8% | -0.2% | -0.6% | -0.7% |
| 30D | -3.1% | +11.6% | -14.8% | -4.9% |
| 3M | +6.2% | +8.2% | -2.0% | +4.7% |
| 6M | +4.8% | +3.1% | +1.7% | +4.1% |
| YTD | +35.2% | +16.8% | +18.4% | +31.1% |
| 1Y | +27.4% | +11.6% | +15.8% | +24.6% |
| 3Y | +49.8% | +67.4% | -17.6% | +36.2% |
| 5Y | +109.4% | +56.8% | +52.6% | +90.0% |
| All | +109.4% | +54.8% | +54.6% | +90.0% |
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