+1,335.7%
BP vs LNT
+3,155.8%
-1,820.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | +3.9% | -0.1% | +4.0% | +4.0% |
| 30D | +7.6% | -3.2% | +10.8% | +8.9% |
| 3M | +0.7% | -4.1% | +4.8% | +2.0% |
| 6M | +15.5% | -4.6% | +20.1% | +17.1% |
| YTD | +30.8% | +7.0% | +23.8% | +26.7% |
| 1Y | +34.3% | +8.3% | +26.0% | +29.3% |
| 3Y | +35.1% | +51.0% | -15.9% | +12.4% |
| 5Y | +126.8% | +30.2% | +96.7% | +96.3% |
| 10Y | +123.4% | +143.6% | -20.2% | +45.5% |
| All | +1,335.7% | +3,155.8% | -1,820.1% | +326.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling